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Headline Issue Diary Date
Financial Action Task Force public statement on high-risk jurisdictions that are subject to a call for action 155 CompliNEWS 13 Dec 2020
Financial Action Task Force public statement on jurisdictions under increased monitoring 155 CompliNEWS 13 Dec 2020
FSCA publishes research report and consultation paper on Open Finance 155 CompliNEWS 13 Dec 2020
Minister of Health appoints new Council for Medical Schemes Regulator 155 CompliNEWS 13 Dec 2020
CMS Annual Report 2019/20 released 155 CompliNEWS 13 Dec 2020
Draft guidance: Business interruption insurance test case – proving the presence of coronavirus (Covid-19) 155 CompliNEWS 13 Dec 2020
The Future of RegTech 154 CompliNEWS 08 Dec 2020
Unpacking the Cybercrimes Bill 154 CompliNEWS 08 Dec 2020
Forex traders feel the pinch 154 CompliNEWS 08 Dec 2020
Commission addresses R200bn Ponzi scheme 154 CompliNEWS 08 Dec 2020
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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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