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Headline Issue Diary Date
UK's HMRC issues record £23.8m fine for money laundering breaches 156 CompliNEWS 06 Jan 2021
IG South Africa appeals FSCA Decision as ODP licence is denied 156 CompliNEWS 06 Jan 2021
2020 marked a record year for AML fines 156 CompliNEWS 06 Jan 2021
UK regulator reveals 4,000 firms at risk of failure due to COVID-19 156 CompliNEWS 06 Jan 2021
The end of the Brexit transition period: compliance requirements for UK investment managers and advisers 156 CompliNEWS 06 Jan 2021
Recordkeeping among a compliance officer’s greatest allies 156 CompliNEWS 06 Jan 2021
Once high-flying China asset manager sentenced to death for corruption 156 CompliNEWS 06 Jan 2021
SARS and offshore assets 156 CompliNEWS 06 Jan 2021
Latest FAIS Notices 156 CompliNEWS 06 Jan 2021
FSCA Press Release – Contingent Business Interruption Insurance Cover; latest 156 CompliNEWS 06 Jan 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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