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Headline Issue Diary Date
National Budget 2022 211 CompliNEWS 20 Feb 2022
An omnibus Bill involving amendments to various finance-related Acts for public comment 211 CompliNEWS 20 Feb 2022
Over R80m returned to victims of international crypto scam 211 CompliNEWS 20 Feb 2022
National Consumer Tribunal – Summary of determination involving the National Credit Regulator and Parsons Home Appliances CC t/a Parsons Furnishers 211 CompliNEWS 20 Feb 2022
Climate change – Environment Minister introduces Climate Change Bill 211 CompliNEWS 20 Feb 2022
Will big heads roll in Namibia and SA's corruption exposes? 211 CompliNEWS 20 Feb 2022
FSCA probes Oceana's alleged false and misleading statements 211 CompliNEWS 20 Feb 2022
Absa closes fraudster's bank account 211 CompliNEWS 20 Feb 2022
Denmark regulator says Unibet must fix AML issues 211 CompliNEWS 20 Feb 2022
UK – HMRC AML visit costs £16k+ penalty for small firm 211 CompliNEWS 20 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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