| | | |

Are you prepped and ready for the COFI Act ft. Anton Swanepoel – S3E38

Since 2004, Financial Advisers in South Africa have been adapting to the FAIS Act as the main legislation regulating the industry and profession. We have come a long way. And now things are set to change again.

The COFI Bill (Conduct of Financial Institutions) aims to significantly streamline the legal landscape for conduct regulation in the financial sector, and to give legislative effect to the market conduct policy approach.

Join Francois du Toit and Anton Swanepoel, renowned practice management and compliance coach, for an update on this important looming change.

—- Connect with our guest —-

Anton Swanepoel – LinkedIn: https://www.linkedin.com/in/anton-swa…

Website: https://www.trustedadvisor.co.za/

About Trusted Advisor: Our purpose is to equip, support, inspire, and encourage every financial advisor and an intermediary who aspires to be a Trusted Advisor and desires to establish and grow a successful practice.

—- Please watch the full episode on our YouTube channel —-

Click the SUBSCRIBE button wile you are there 😉

—- PROpulsion Tech 2023 —-

Save the date: https://www.propulsion.co.za/tech

—- Taxspace Software —-

Taxspace is our own proprietary software helping financial planners, advisers, paraplanners, tax practitioners, etc. turn their client’s tax into opportunity.

PROpulsion Pro members get 10% off for the first 12 months.

Website: https://www.taxspace.app

—- Learn more about PROpulsion Pro —-


—- Connect with Us —-

Website:  http://www.propulsion.co.za
PROpulsion LIVE Portal: https://hello.profileme.co.za/propulsion
Whatsapp: https://www.propulsion.co.za/whatsapp
Twitter:  https://twitter.com/propulsionlive
LinkedIn:  https://www.linkedin.com/in/francoisdtza
Instagram: https://www.instagram.com/propulsionlive

#cofi #financialplanning #regulation


Similar Posts