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Headline Issue Diary Date
FSCA Communication 12 of 2022 (RF) – Exemption from using certain prescribed formats for preparing financial statements under section 15 of the Pension Funds Act 219 CompliNEWS 14 Apr 2022
FSCA updates its preparation guide for the regulatory examinations (RE 1 and RE 5) 219 CompliNEWS 14 Apr 2022
Treasury expects challenges over unclaimed pension fund benefits 219 CompliNEWS 14 Apr 2022
Annual consumer price inflation on an upward trajectory 219 CompliNEWS 14 Apr 2022
FSCA warns the public against IQ OPTION LLC 219 CompliNEWS 14 Apr 2022
MP details Bill to sidestep BBBEE requirement 219 CompliNEWS 14 Apr 2022
Consulta releases latest 2021 Customer Satisfaction Index for Short-term Insurance 219 CompliNEWS 14 Apr 2022
South African Insurance Bulletin – March 2022 219 CompliNEWS 14 Apr 2022
The FSCA’s strategy sheds light on compliance focus areas 219 CompliNEWS 14 Apr 2022
CMS – Training webinars for healthcare brokers in May 2022 219 CompliNEWS 14 Apr 2022
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Working Smart

By Lee Rossini

In today’s environment, clients no longer have to choose between human expertise and advanced technology. Powerful financial strategies emerge when experienced planners work hand-in-hand with artificial intelligence (AI). By combining emotional intelligence, professional judgment and cutting-edge data analysis, clients can receive a more comprehensive, personalised and efficient financial planning experience. Below highlights the benefits each brings, and how together they create a superior client experience.

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