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aj [2023/10/09 13:31] brumilda |
aj [2024/06/10 11:30] (current) brumilda |
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| * {{::General_Client_Needs_Assessment.docx|General Client Needs Assessment}} | * {{::General_Client_Needs_Assessment.docx|General Client Needs Assessment}} | ||
| * {{::Algemene_Kliente_Behoefte_Ontleding.docx|Algemene Kliënte Behoefte Ontleding}} | * {{::Algemene_Kliente_Behoefte_Ontleding.docx|Algemene Kliënte Behoefte Ontleding}} | ||
| - | * {{:::Client_detail.docx|Client detail}} | + | * {{::Client_detail.docx|Client detail}} |
| * {{::Klient_Inligting.docx|Klient Inligting}} | * {{::Klient_Inligting.docx|Klient Inligting}} | ||
| * {{::RISIKO_PROFIEL_VRAELYS.docx|Risiko Profiel Vraelys}} | * {{::RISIKO_PROFIEL_VRAELYS.docx|Risiko Profiel Vraelys}} | ||
| - | * {{::Client_Advice_Record.docx|Client Advice Record}} | + | * {{ :: 4._Risk_profile.docx|Risk profile }} |
| - | * {{::Klient_Advies_Rekord.docx|Kliënt Advies Rekord}} | + | |
| * {{:: 4.1_Risk_Profile_Questionnaire.docx|Risk Profile Questionnaire}} | * {{:: 4.1_Risk_Profile_Questionnaire.docx|Risk Profile Questionnaire}} | ||
| + | * {{ ::8._FIC_RISK_RATING.docx | FIC RISK RATING }} | ||
| + | * {{ ::9._Ongoing_due_diligence_questionnaire.docx | Ongoing due diligence questionnaire}} | ||
| + | * {{ ::10.1_On_boarding_questionnaire_legal_persons.docx | On boarding questionnaire legal persons}} | ||
| + | * {{ ::10.1_On_boarding_questionnaire_Trust.docx | On boarding questionnaire Trust}} | ||
| + | * {{ ::10.2_On_boarding_questionnaire_natural_persons.docx | On boarding questionnaire natural persons }} | ||
| + | * {{ ::10.3_On_boarding_questionnaire_partnership.docx | On boarding questionnaire partnership}} | ||
| + | * {{ ::10.4_On_boarding_questionnaire_trust.docx | On boarding questionnaire trust}} | ||
| + | * {{ ::Record_of_Advice_-_Risk_Cover_Analysis.docx | Record of Advice - Risk Cover Analysis}} | ||
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