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Headline Issue Diary Date
Code of conduct for auditors revised 212 CompliNEWS 27 Feb 2022
Tax Court Cape Town – Summary of determination involving F Taxpayer and CSARS (Direct appeal to tax court after additional assessments by SARS) 212 CompliNEWS 27 Feb 2022
ESG compliance a ‘top priority’ for treasury departments 212 CompliNEWS 27 Feb 2022
‘Brexit dividend’ rule change prompts fears over data flow with EU 212 CompliNEWS 27 Feb 2022
FATF plenary in March 2022 212 CompliNEWS 27 Feb 2022
Payment platform collecting data unlawfully − rights group 212 CompliNEWS 27 Feb 2022
Errant tax officials not only SA's problem 212 CompliNEWS 27 Feb 2022
Better protection for whistleblowers to be investigated 212 CompliNEWS 27 Feb 2022
FSCA releases draft transformation strategy for the financial services sector 212 CompliNEWS 27 Feb 2022
SA's crypto market will thrive in 2022 – Luno 212 CompliNEWS 27 Feb 2022
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Working Smart

By Lee Rossini

To build a sustainable business in today’s complex environment, financial planners need to offer more than expert recommendations. It requires cultivating strong partnerships with clients built on collaboration. Collaboration is more than just communication; it is the process of working jointly with clients to identify their goals, understand their challenges, and co-create tailored solutions that align with their financial aspirations. By adopting a collaborative approach, planners can gain deeper insights into client needs, strengthen trust, and deliver advice that truly resonates.

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