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eunice [2023/10/09 13:44] brumilda |
eunice [2024/06/24 11:53] (current) brumilda |
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| * {{ ::1._Eunice_Broker_disclosure_EL.docx |Broker Disclosure}} | * {{ ::1._Eunice_Broker_disclosure_EL.docx |Broker Disclosure}} | ||
| * {{ ::1.1_Eunice_Makelaars_Openbaarmakings_EL.docx |Makelaar Openbaarmaking}} | * {{ ::1.1_Eunice_Makelaars_Openbaarmakings_EL.docx |Makelaar Openbaarmaking}} | ||
| + | * {{ ::2._Broker_appointmentEL.docx |Broker appointment}} | ||
| * {{ ::2.2_Magtigingsbrief_en_Makelaar_AanstellingEL.docx |Magtigingsbrief en Makelaar Aanstelling}} | * {{ ::2.2_Magtigingsbrief_en_Makelaar_AanstellingEL.docx |Magtigingsbrief en Makelaar Aanstelling}} | ||
| * {{ ::DocumentsreceivedandsignedEL.docx |Documents Received and Signed}} | * {{ ::DocumentsreceivedandsignedEL.docx |Documents Received and Signed}} | ||
| * {{ ::DokumenteontvangengetekenEL.docx |Dokumente Ontvang en Geteken}} | * {{ ::DokumenteontvangengetekenEL.docx |Dokumente Ontvang en Geteken}} | ||
| - | * {{ ::2._Authority_to_Obtain_Information_and_Advisor_AppointmentEL.docx |Authority to Obtain Information and Broker Appointment}} | ||
| ==Standaard== | ==Standaard== | ||
| - | * {{ ::General_Client_Needs_Assessment.docx |General Client Needs Assessment}} | + | |
| - | * {{ ::Algemene_Kliente_Behoefte_Ontleding.docx |Algemene Kliënte Behoefte Ontleding}} | + | *{{ ::General_Client_Needs_Assessment.docx |General Client Needs Assessment}} |
| - | * {{ ::Klient_Advies_Rekord.docx |Advies Rekord}} | + | * {{ ::Algemene_Kliente_Behoefte_Ontleding.docx | Algemene kliënte behoefte ontleding }} |
| - | * {{ ::Client_Advice_Record.docx |Advice Record}} | + | * {{ ::Client_detail.docx |Client detail}} |
| - | * {{ ::Client_detail.docx |Client Detail}} | + | |
| * {{ ::Klient_Inligting.docx |Kliënt Inligting}} | * {{ ::Klient_Inligting.docx |Kliënt Inligting}} | ||
| - | * {{ ::Risk_Profile.docx|Risk Profile}} | + | * {{ ::RISIKO_PROFIEL_VRAELYS.docx |Risiko Profiel Vraelys}} |
| - | * {{ ::RISIKO_PROFIEL_VRAELYS.docx |Risiko Profiel}} | + | |
| * {{:: 4.1_Risk_Profile_Questionnaire.docx|Risk Profile Questionnaire}} | * {{:: 4.1_Risk_Profile_Questionnaire.docx|Risk Profile Questionnaire}} | ||
| - | * {{ ::FIC_RISK_RATING.docx|FIC RISK RATING}} | + | * {{ ::Risk_Profile.docx | Risk profile}} |
| - | * {{ ::Ongoing_due_diligence_questionnaire.docx |Ongoing due diligence questionnaire}} | + | * {{ ::FIC_RISK_RATING.docx |FIC RISK RATING}} |
| - | * {{ ::On_boarding_questionnaire_Natural_persons.docx|On boarding questionnaire natural persons}} | + | * {{ ::9._Ongoing_due_diligence_questionnaire.docx | Ongoing due diligence questionnaire}} |
| - | * {{ ::On_boarding_questionnaire_partnership.docx |On boarding questionnaire partnership}} | + | * {{ ::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}} | ||
| - | | ||