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Headline Issue Diary Date
Circular 23 of 2021 – 2021/22 levies for medical schemes 169 CompliNEWS 12 Apr 2021
CMS Circular 22 of 2021 – Revised exemption conditions to Circular 56 of 2020 (insurers conducting the business of a medical scheme) 169 CompliNEWS 12 Apr 2021
FSCA issues public warning against Work Your Wealth 169 CompliNEWS 12 Apr 2021
FSCA issues public warning against Astro Trade Limited 169 CompliNEWS 12 Apr 2021
Three-month extension of the Covid-19 Loan Guarantee Scheme 169 CompliNEWS 12 Apr 2021
Thomson Reuters and Juta announce strategic partnership to connect African lawyers to the world 169 CompliNEWS 12 Apr 2021
Webinar 168 CompliNEWS 05 Apr 2021
FST case summary involving Rodio Staff Pension Fund and another and The Pension Funds Adjudicator and another 168 CompliNEWS 05 Apr 2021
KeyHealth offered incentives for signing younger members 168 CompliNEWS 05 Apr 2021
Namfisa neutral in Hollard, Gondwana case 168 CompliNEWS 05 Apr 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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