PROpulsion LIVE

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


Listen Later

Send us a text

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 ----

https://www.propulsion.co.za/pro

---- Connect with Us ----

Website:  http://www.propulsion.co.za
...more
View all episodesView all episodes
Download on the App Store

PROpulsion LIVEBy Francois du Toit


More shows like PROpulsion LIVE

View all
The Joe Rogan Experience by Joe Rogan

The Joe Rogan Experience

228,756 Listeners

Global News Podcast by BBC World Service

Global News Podcast

7,608 Listeners

The Art of Manliness by The Art of Manliness

The Art of Manliness

14,275 Listeners

The Money Show by Radio 702

The Money Show

34 Listeners

The Diary Of A CEO with Steven Bartlett by DOAC

The Diary Of A CEO with Steven Bartlett

8,380 Listeners

The Gareth Cliff Show by The Real Network

The Gareth Cliff Show

68 Listeners

Kitces and Carl - Real Talk for Real Financial Advisors by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

Kitces and Carl - Real Talk for Real Financial Advisors

244 Listeners

MoneywebNOW by Moneyweb Radio

MoneywebNOW

8 Listeners