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Headline Issue Diary Date
Thinking strategically about a remote work policy 168 CompliNEWS 05 Apr 2021
SARB funding in resolution paper out for comment 168 CompliNEWS 05 Apr 2021
POPIA – Provisions in force from 1 July 2021 168 CompliNEWS 05 Apr 2021
SARS notes R400bn in SA assets offshore 168 CompliNEWS 05 Apr 2021
SARS 'turning the corner' under Kieswetter, says attorney 168 CompliNEWS 05 Apr 2021
Pension fund case – O'Sullivan told to stop intimidating witnesses 168 CompliNEWS 05 Apr 2021
South African Reserve Bank fines Discovery Life Limited for deficiencies in the life insurer’s money laundering control measures 168 CompliNEWS 05 Apr 2021
South African Reserve Bank imposes administrative sanctions on Deutsche Bank AG – Johannesburg Branch for FICA deficiencies 168 CompliNEWS 05 Apr 2021
Data and cloud services policy out for comment 168 CompliNEWS 05 Apr 2021
VBS depositors have three months to collect R100 000 168 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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