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Headline	Issue	Diary	Date
Financial Sector Regulation Act commencement dates postponed	167	CompliNEWS	28 Mar 2021
JSE seeks input to trim ‘red tape’	166	CompliNEWS	22 Mar 2021
Why UK legal documents were written on sheepskin	166	CompliNEWS	22 Mar 2021
FST case summary involving Sodexo Provident Fund and Financial Sector Conduct Authority	166	CompliNEWS	22 Mar 2021
FIC Guidance on outsourcing compliance activities	166	CompliNEWS	22 Mar 2021
Writing client reports	166	CompliNEWS	22 Mar 2021
The demand for sustainability and risk management	166	CompliNEWS	22 Mar 2021
The FSCA warns the public against L’aggregation	166	CompliNEWS	22 Mar 2021
UK regulator warns that younger investors are taking on big financial risks	166	CompliNEWS	22 Mar 2021
Swiss court reverses $900m freeze on Angolan's account	166	CompliNEWS	22 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.