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Headline Issue Diary Date
SARS ‘communication breakdown’ flagged 201 CompliNEWS 21 Nov 2021
1902 ruling unpacked in lockdown dispute case 201 CompliNEWS 21 Nov 2021
SA Revenue Service (SARS) issues Binding General Ruling (BGR) 58 201 CompliNEWS 21 Nov 2021
Pandora Papers and Ultimate Beneficial Ownership (UBO) 201 CompliNEWS 21 Nov 2021
Financial Services Tribunal: Ntshari and FNB 201 CompliNEWS 21 Nov 2021
Financial Services Tribunal: Palmer v Cedric Welsh and Associates Financial Planning Services CC 201 CompliNEWS 21 Nov 2021
More impersonations – FSCA warns the public against Thembokuhle T Prince and Londani Sakhile 201 CompliNEWS 21 Nov 2021
FSCA warns the public against Keenan Ebden 201 CompliNEWS 21 Nov 2021
FST dismisses complaint involving Liberty Property Portfolio’s capital reduction 201 CompliNEWS 21 Nov 2021
IRBA proposes new disciplinary rules 201 CompliNEWS 21 Nov 2021
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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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Subscribers are reminded that they can complete monthly CPD quizzes and claim CPD hours before the 31 May 2025 deadline. View the CPD FAQs for more on accessing the CPD quizzes.

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