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etienne [2019/02/21 08:12] brumilda |
etienne [2020/06/03 10:04] (current) brumilda |
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| - | * {{ ::1.E.docx | Klient Advies Rekord}} | + | * {{ ::1.E.docx | Makelaar openbaarmaking}} |
| - | * {{ ::1.1E.docx |Client Advice Record}} | + | * {{ ::1.1E.docx |Broker Disclosure}} |
| - | * {{ ::2.E.docx |Behoefde Ontleding en Aansoekvorm - Kommersieel}} | + | * {{ ::MAGTIGINGS_BRIEF_AND_MAKELAAR_AANSTELLING_Etienne_Naude.docx |Magtigingsbrief en makelaar aanstelling onder supervisie}} |
| - | * {{ ::2.2E.docx |Needs Analysis and Proposal Form - Commercial}} | + | * {{ ::AUTHORITY_TO_OBTAIN_INFORMATION_AND_ADVISOR_APPOINTMENT_Etienne_Naude.docx |AUTHORITY TO OBTAIN INFORMATION AND ADVISOR APPOINTMENT}} |
| - | * {{ ::3.E.docx| Enkel Behoefde Advies Rekord }} | + | * {{ ::2.2E.docx |Brokers Appointment Letter}} |
| - | * {{ ::3.1E.docx |Single Need Advice Record}} | + | * {{ ::3.E.docx| Algemene kliente behoefte ontleding }} |
| - | * {{ ::4.E.docx |Behoefde Ontleding en Hernuwing aansoekvorm - Kommersieel}} | + | * {{ ::3.1E.docx |General Client Needs Assessment}} |
| - | * {{ ::4.1E.docx |Needs Analysis and Renewal Form - Commercial}} | + | * {{ ::4.E.docx |Risiko Profiel Vraelys}} |
| - | * {{ ::5.E.docx |Behoefde Ontleding en Aansoekvorm - Persoonlik}} | + | * {{ ::4.1E.docx |Risk analysis}} |
| - | * {{ ::5.1E.docx |Needs Analysis and Proposal Form - Personal}} | + | * {{ ::5.E.docx |Advies rekord}} |
| - | * {{ ::6.E.pdf |Behoefde Ontleding en Hernuwing - Persoonlik}} | + | * {{ ::5.1E.docx |Client Advice Record}} |
| - | * {{ ::7.E.exels |Needs Analysis and Renewal Form - Personal}} | + | * {{ ::6.E.docx |Boedel ontledings vraelys}} |
| - | * {{ ::8.E.exels |Magtiging om Inligting te bekom }} | + | * {{ ::7.E.xlsm |SA Ontleding - Afrikaans V22}} |
| - | * {{ ::9.E.pdf |Autorisation to Obtain Information}} | + | * {{ ::8.SA_Ontleding_-_Afrikaans_V26_-_E.xlsm |SA Ontleding - GKSA Afrikaans V22 }} |
| - | * {{ ::10.E.doc |Vervanging Openvaarmakingsrekord- Kommersieel (Omvattend)}} | + | * {{ ::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}} | ||