COFI: What must an advice file prove beyond compliance?
The FSCA’s Lezanne Botha explains why signed forms and completed disclosures are not enough, and what evidence can show that advice was suitable and customers were treated fairly.
#FIAAdviceSummit2026
COFI: Existing licence holders won’t have to reapply
The FSCA plans to consult on its relicensing approach and publish it about six months before the relevant provisions take effect.
FIA Advice Summit 2026: Why trust matters more than ever
From AI and climate risk to healthcare costs and regulatory reform, the summit explored how advisers can adapt while preserving sound judgement, accountability, and meaningful client relationships.
