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Headline Issue Diary Date
Reminder – FSCA calls for public comments on a draft strategy for promoting financial sector transformation 213 CompliNEWS 07 Mar 2022
Draft Conduct Standard – Requirements relating to the provisions of a benchmark 213 CompliNEWS 07 Mar 2022
Corporate Money Managers (CMM) update 213 CompliNEWS 07 Mar 2022
Santam pays out highest gross claims in its 104-year history; Momentum 213 CompliNEWS 07 Mar 2022
FATF – Jurisdictions under increased monitoring, March 2022 213 CompliNEWS 07 Mar 2022
Risk-based approach guidance for the real estate sector 213 CompliNEWS 07 Mar 2022
Money laundering and terrorist financing risks arising from migrant smuggling 213 CompliNEWS 07 Mar 2022
FATF amends Recommendation 24 on beneficial ownership 213 CompliNEWS 07 Mar 2022
UK regulator probes 300 crypto startups in six months 213 CompliNEWS 07 Mar 2022
Russia updates – Including sanctions and operational and cyber resilience in current times 213 CompliNEWS 07 Mar 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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