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Headline Issue Diary Date
Remote working: No excuse for non-compliance with obligations to record communications 160 CompliNEWS 07 Feb 2021
How SupTech can empower Regulators – FSCA 160 CompliNEWS 07 Feb 2021
FSCA fines Mareo-John Nel t/a Simply FX R100 000 for major compliance failures 160 CompliNEWS 07 Feb 2021
Compliance and trust: The right perspective on data security and privacy 160 CompliNEWS 07 Feb 2021
AI useful in anti-money laundering fight – guidance 160 CompliNEWS 07 Feb 2021
UK report outlines practices firms can consider to reduce consumer harm caused by failed technology changes 160 CompliNEWS 07 Feb 2021
Latest FAIS Notice – Exemption of Particular Persons from Competence and Fee Requirements 160 CompliNEWS 07 Feb 2021
FSCA issues crypto health warning 160 CompliNEWS 07 Feb 2021
Encouraging website visitors to act 159 CompliNEWS 01 Feb 2021
FST case summary involving Dlamini and Farham t/a P & E Brokers (debarment case) 159 CompliNEWS 01 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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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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