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etienne [2019/02/21 08:07] brumilda created |
etienne [2020/06/03 10:04] (current) brumilda |
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====Etienne==== | ====Etienne==== | ||
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+ | * {{ ::1.E.docx | Makelaar openbaarmaking}} | ||
+ | * {{ ::1.1E.docx |Broker Disclosure}} | ||
+ | * {{ ::MAGTIGINGS_BRIEF_AND_MAKELAAR_AANSTELLING_Etienne_Naude.docx |Magtigingsbrief en makelaar aanstelling onder supervisie}} | ||
+ | * {{ ::AUTHORITY_TO_OBTAIN_INFORMATION_AND_ADVISOR_APPOINTMENT_Etienne_Naude.docx |AUTHORITY TO OBTAIN INFORMATION AND ADVISOR APPOINTMENT}} | ||
+ | * {{ ::2.2E.docx |Brokers Appointment Letter}} | ||
+ | * {{ ::3.E.docx| Algemene kliente behoefte ontleding }} | ||
+ | * {{ ::3.1E.docx |General Client Needs Assessment}} | ||
+ | * {{ ::4.E.docx |Risiko Profiel Vraelys}} | ||
+ | * {{ ::4.1E.docx |Risk analysis}} | ||
+ | * {{ ::5.E.docx |Advies rekord}} | ||
+ | * {{ ::5.1E.docx |Client Advice Record}} | ||
+ | * {{ ::6.E.docx |Boedel ontledings vraelys}} | ||
+ | * {{ ::7.E.xlsm |SA Ontleding - Afrikaans V22}} | ||
+ | * {{ ::8.SA_Ontleding_-_Afrikaans_V26_-_E.xlsm |SA Ontleding - GKSA Afrikaans V22 }} | ||
+ | * {{ ::9.E.pdf |Tesament Aansoek Mar2016}} | ||
+ | * {{ ::10.E.docx |Indien ek voortydig tot sterwe kom)}} | ||
+ | * {{ ::11.E.docx |FICA RISIKO Aanslag Kontrolelys}} | ||
+ | * {{ ::12.E.docx |FICA RISK Rating Checklist)}} | ||
+ | * {{ ::Check_List_-_kliente_leer_E.xls |Check List - kliente leer}} | ||
+ | * {{ ::13.E.docx |Inligting benodig vir u vertroulike finansiële behoeftebepaling}} | ||
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