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Headline Issue Diary Date
Absa cuts ties with 24 Survé companies 167 CompliNEWS 28 Mar 2021
FSCA warns the public against IFX Trading Signal 167 CompliNEWS 28 Mar 2021
Sanlam Collective Investments (RF) (Pty) Ltd signs an enforceable undertaking with FSCA 167 CompliNEWS 28 Mar 2021
Future consultation on strengthening investor protections in Special Purpose Acquisition Companies (SPACs) 167 CompliNEWS 28 Mar 2021
International – ECI’s Global Business Ethics Survey: The plusses and minuses 27 CompliNEWS Ethics 31 Mar 2021
Loyalty – A destructive comfort zone 27 CompliNEWS Ethics 31 Mar 2021
Want to improve your company culture? Try happiness 27 CompliNEWS Ethics 31 Mar 2021
NAMFISA Alert – SS Capital Namibia Ltd 167 CompliNEWS 28 Mar 2021
Key compliance tips to keep in mind 167 CompliNEWS 28 Mar 2021
24 March 2021 marked 100 days to 1 July 2021 when public and private bodies need to be POPIA compliant 167 CompliNEWS 28 Mar 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.

CPD

Subscribers are reminded that they can complete monthly CPD quizzes and claim CPD hours before the 31 May 2025 deadline. View the CPD FAQs for more on accessing the CPD quizzes.

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