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jaco [2023/08/28 10:08] brumilda |
jaco [2024/06/24 15:03] (current) brumilda |
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| - | ===Jaco Verster=== | + | ====Jaco Verster==== |
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| + | ==Privaat== | ||
| * {{::1._Broker_disclosureJV.docx|Broker disclosure}} | * {{::1._Broker_disclosureJV.docx|Broker disclosure}} | ||
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| * {{::2._Broker_appointmentJV.docx|Broker appointment}} | * {{::2._Broker_appointmentJV.docx|Broker appointment}} | ||
| * {{::2.1_Magtigingsbrief_en_makelaar_aanstellingJV.docx|Magtigingsbrief en makelaar aanstelling}} | * {{::2.1_Magtigingsbrief_en_makelaar_aanstellingJV.docx|Magtigingsbrief en makelaar aanstelling}} | ||
| - | * {{::7._Documents_recieved_and_signedJV.docx|Documents recieved and signed}} | + | * {{::7._Documents_recieved_and_signedJV.docx|Documents received and signed}} |
| * {{::7.1_Dokumente_Ontvang_en_GetekenJV.docx|Dokumente Ontvang en Geteken}} | * {{::7.1_Dokumente_Ontvang_en_GetekenJV.docx|Dokumente Ontvang en Geteken}} | ||
| + | * {{ ::8._vervanging_openbaarmakingsrekord_kommersieel_omvattendJV.doc |Vervanging Openbaarmakingsrekord - Kommersiële (Omvattend)}} | ||
| + | * {{ ::8.1_product_replacement_record_commercial_comprehensiveJV.docx |Product Replacement Record - Commercial (Comprehensive) }} | ||
| + | * {{ ::9._vervanging_openbaarmakingsrekord_persoonlik_omvattendJV.docx |Vervanging Openbaarmakingsrekord - Persoonlik (Omvattend)}} | ||
| + | * {{ ::9.1_product_replacement_record_personal_comprehensiveJV.doc |Product Replacement Record Personal - (Comprehensive)}} | ||
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| + | ==Standaard== | ||
| *{{::General_Client_Needs_Assessment.docx|General Client Needs Assessment}} | *{{::General_Client_Needs_Assessment.docx|General Client Needs Assessment}} | ||
| - | * {{::Algemene_Kliente_Behoefte_Ontleding.docx|Algemene Kliente Behoefte Ontleding}} | + | * {{::Algemene_Kliente_Behoefte_Ontleding.docx|Algemene Kliënte Behoefte Ontleding}} |
| * {{::Client_Advice_Record.docx|Client Advice Record}} | * {{::Client_Advice_Record.docx|Client Advice Record}} | ||
| * {{::Klient_Advies_Rekord.docx|Klient Advies Rekord}} | * {{::Klient_Advies_Rekord.docx|Klient Advies Rekord}} | ||
| * {{::Client_detail.docx|Client detail}} | * {{::Client_detail.docx|Client detail}} | ||
| - | * {{::Klient_Inligting.docx|Klient Inligting}} | + | * {{::Klient_Inligting.docx|Kliënt Inligting}} |
| * {{::RISIKO_PROFIEL_VRAELYS.docx|Risiko Profiel Vraelys}} | * {{::RISIKO_PROFIEL_VRAELYS.docx|Risiko Profiel Vraelys}} | ||
| + | * {{:: 4.1_Risk_Profile_Questionnaire.docx|Risk Profile Questionnaire}} | ||
| * {{::Risk_Profile.docx|Risk profile}} | * {{::Risk_Profile.docx|Risk profile}} | ||
| * {{::FIC_RISK_RATING.docx|FIC RISK RATING}} | * {{::FIC_RISK_RATING.docx|FIC RISK RATING}} | ||
| * {{::Ongoing_due_diligence_questionnaire.docx|Ongoing due diligence questionnaire}} | * {{::Ongoing_due_diligence_questionnaire.docx|Ongoing due diligence questionnaire}} | ||
| * {{::On_boarding_questionnaire_Trust.docx|On boarding questionnaire Trust}} | * {{::On_boarding_questionnaire_Trust.docx|On boarding questionnaire Trust}} | ||
| + | * {{::On_boarding_questionnaire_trust _2.docx|On boarding questionnaire trust}} | ||
| * {{::On_boarding_questionnaire_Natural_persons.docx|On boarding questionnaire Natural persons}} | * {{::On_boarding_questionnaire_Natural_persons.docx|On boarding questionnaire Natural persons}} | ||
| * {{::On_boarding_questionnaire_partnership.docx|On boarding questionnaire partnership}} | * {{::On_boarding_questionnaire_partnership.docx|On boarding questionnaire partnership}} | ||
| - | * {{::On_boarding_questionnaire_Trust.docx|On boarding questionnaire trust}} | + | * {{ ::Record_of_Advice_-_Risk_Cover_Analysis.docx | Record of Advice - Risk Cover Analysis}} |