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Headline Issue Diary Date
Businesswoman loses against 'deceitful' bank 163 CompliNEWS 01 Mar 2021
MTI opposes final liquidation 163 CompliNEWS 01 Mar 2021
Identity theft rocketed in 2020 – fraud group 163 CompliNEWS 01 Mar 2021
Domestic card scheme discussion paper published 163 CompliNEWS 01 Mar 2021
FSCA issues public warning against Forex Guru Investment 163 CompliNEWS 01 Mar 2021
Pension Funds Act – Regulation 28 amendments out for comment 163 CompliNEWS 01 Mar 2021
UK's ICO launches data analytics toolkit 163 CompliNEWS 01 Mar 2021
LT and ST Insurance Acts – increased penalty for failure to furnish Authority with returns 163 CompliNEWS 01 Mar 2021
PoPI Act – regulations commencement dates announced 163 CompliNEWS 01 Mar 2021
'FICA Directive to Provide Information' submissions to FSCA to run from 1–31 March 2021 162 CompliNEWS 19 Feb 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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