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Headline Issue Diary Date
Notice in terms of section 26A(3)(a) of FICA – United Nations Sanctions list 197 CompliNEWS 22 Oct 2021
KPMG insurance survey reveals impact of recession and pandemic on the industry 197 CompliNEWS 22 Oct 2021
Financial institutions must update their profiles with the regulator by 15 December 2021 197 CompliNEWS 22 Oct 2021
FATF – Revised Guidance for a Risk-Based Approach to Virtual Assets and VASPs 197 CompliNEWS 22 Oct 2021
Outcomes FATF Plenary, 19-21 October 2021 – FATF standards, high-risk jurisdictions 197 CompliNEWS 22 Oct 2021
Danske Bank has deficiencies in its anti-money laundering work 197 CompliNEWS 22 Oct 2021
Lawmakers in UK probe timeline of NatWest money laundering investigation 197 CompliNEWS 22 Oct 2021
FATF ‘grey lists’ Turkey in threat to investment 197 CompliNEWS 22 Oct 2021
Insurance firms lose 10-year battle against oil group 197 CompliNEWS 22 Oct 2021
SA pension system needs reform – study 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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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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