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Headline Issue Diary Date
FSCA warns the public against CFX South Africa 164 CompliNEWS 08 Mar 2021
Fraudster jailed for R60m embezzlement 164 CompliNEWS 08 Mar 2021
Facebook must abide by SA’s privacy laws – Goldstuck 164 CompliNEWS 08 Mar 2021
Modern data protection regulation – speech by the UK's ICO 163 CompliNEWS 01 Mar 2021
New SARS unit to target the wealthy 163 CompliNEWS 01 Mar 2021
FST case summary involving JP Markets SA (Pty) Ltd and Financial Sector Conduct Authority 163 CompliNEWS 01 Mar 2021
Working with purpose 163 CompliNEWS 01 Mar 2021
UK Final Guidance: business interruption insurance test case – proving the presence of coronavirus (COVID-19) 163 CompliNEWS 01 Mar 2021
UK's FCA launches pre-paid funeral plans consultation process 163 CompliNEWS 01 Mar 2021
FSCA FAIS Notices 15, 16 and 17 of 2021; important amendments and exemptions 163 CompliNEWS 01 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.

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