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Headline Issue Diary Date
How debarments are carried out by the FSCA 198 CompliNEWS 28 Oct 2021
FSCA – FSPs remain responsible for compliance with FICA even when outsourcing obligations to 3rd party service providers 198 CompliNEWS 28 Oct 2021
FSCA issues public warning against Inyameko Trading 151 CC t/a Sanethemba/Ithemba 0911 Funeral Scheme 198 CompliNEWS 28 Oct 2021
Pension funds regulation 28 proposals revised 198 CompliNEWS 28 Oct 2021
Directors charged over alleged pyramid scheme 198 CompliNEWS 28 Oct 2021
Covid-19 death claims top all others combined – Discovery 198 CompliNEWS 28 Oct 2021
How Investec backed notorious ‘tax evader’ 198 CompliNEWS 28 Oct 2021
IRBA strategy gazetted 198 CompliNEWS 28 Oct 2021
UK: Lincolnshire boy has £2m of cryptocurrency seized by police 197 CompliNEWS 22 Oct 2021
Compliance is the be all – and end all – of success in the insurance industry 197 CompliNEWS 22 Oct 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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