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Headline Issue Diary Date
UK fast-tracking legislation to tackle foreign money laundering 212 CompliNEWS 27 Feb 2022
New UK rules to track cryptoassets overseas 212 CompliNEWS 27 Feb 2022
Application process for approval to conduct insurance business outside South Africa – PA 212 CompliNEWS 27 Feb 2022
SA seizes assets of Zimbabwean politician's estranged wife 212 CompliNEWS 27 Feb 2022
Judge lashes SARS for 'lies' and missed deadlines 212 CompliNEWS 27 Feb 2022
Sekunjalo case triggers class action against banks 212 CompliNEWS 27 Feb 2022
Regulation 28 changes in the offing for March 2022 212 CompliNEWS 27 Feb 2022
Goldman Sachs discloses probe into record-keeping practices 212 CompliNEWS 27 Feb 2022
English High Court confirms narrow approach to assessment of Data Breach liability (UK) 212 CompliNEWS 27 Feb 2022
National Bank of Pakistan to pay $55.4M for AML compliance lapses 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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