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joane_grobler [2023/10/09 13:05]
brumilda created
joane_grobler [2024/06/11 09:47] (current)
brumilda
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 ==Standaard== ==Standaard==
  
-  * {{::​General_Client_Needs_Assessment.docx|General Client Needs Assessment}} 
-  * {{::​Algemene_Kliente_Behoefte_Ontleding.docx|Algemene Kliënte Behoefte Ontleding}} 
-  * {{:::​Client_detail.docx|Client detail}} 
-  * {{::​Klient_Inligting.docx|Klient Inligting}} 
-  * {{::​RISIKO_PROFIEL_VRAELYS.docx|Risiko Profiel Vraelys}} 
-  * {{::​Client_Advice_Record.docx|Client Advice Record}} 
-  * {{::​Klient_Advies_Rekord.docx|Kliënt Advies Rekord}} 
-  ​ 
-  ​ 
    
-  ​+  ​*{{ ::​General_Client_Needs_Assessment.docx |General Client Needs Assessment}} 
 +  * {{ ::​Algemene_Kliente_Behoefte_Ontleding.docx | Algemene kliënte behoefte ontleding }} 
 +  * {{ ::​Client_detail.docx |Client detail}} 
 +  * {{ ::​Klient_Inligting.docx |Kliënt Inligting}} 
 +  * {{ ::​RISIKO_PROFIEL_VRAELYS.docx |Risiko Profiel Vraelys}} 
 +  * {{:: 4.1_Risk_Profile_Questionnaire.docx|Risk Profile Questionnaire}} 
 +  * {{ ::​Risk_Profile.docx | Risk profile}} 
 +  * {{ ::​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}}