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Headline Issue Diary Date
Hong Kong's SFC Imposes $5.5 Million Fine on Ample Capital Limited 196 CompliNEWS 18 Oct 2021
UK's FCA prohibits and fines adviser for pension switching advice failings 196 CompliNEWS 18 Oct 2021
Suspect in R100m banking scam skips South Africa 196 CompliNEWS 18 Oct 2021
Ombud warns of increase in banking fraud 196 CompliNEWS 18 Oct 2021
Concerns over Draft Companies Amendment Bill 196 CompliNEWS 18 Oct 2021
Invitation for comments – amendment to the regulations relating to PoPIA 196 CompliNEWS 18 Oct 2021
Rules of procedure relating to the manner in which a complaint must be submitted and handled by the Information Regulator 196 CompliNEWS 18 Oct 2021
New email addresses at the Information Regulator 196 CompliNEWS 18 Oct 2021
Changes to PoPIA regulations out for comment 196 CompliNEWS 18 Oct 2021
Sustainability finance paper published 196 CompliNEWS 18 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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