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koos [2023/08/28 14:04] brumilda |
koos [2024/06/11 09:55] (current) brumilda |
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| ====KOOS SMIT==== | ====KOOS SMIT==== | ||
| + | ==Privaat== | ||
| * {{ ::1._Koos_Broker_disclosure_KS.docx |Broker Disclosure}} | * {{ ::1._Koos_Broker_disclosure_KS.docx |Broker Disclosure}} | ||
| * {{ ::1._Koos_Makelaar_openbaarmaking_KS.docx |Makelaar Openbaarmaking}} | * {{ ::1._Koos_Makelaar_openbaarmaking_KS.docx |Makelaar Openbaarmaking}} | ||
| - | * {{ ::2._Broker_appointmentKSSA.docx |Authority to Obtain Information and Broker appointment}} | ||
| * {{ ::2._Magtigingsbrief_en_makelaar_aanstelling_masterKSSA.docx |Magtigingsbrief en Makelaaraanstelling}} | * {{ ::2._Magtigingsbrief_en_makelaar_aanstelling_masterKSSA.docx |Magtigingsbrief en Makelaaraanstelling}} | ||
| - | * {{ ::3._General_Client_Needs_AssessmentKSSA.docx |General Client Needs Assessment}} | ||
| - | * {{ ::3._Algemene_kliente_behoefte_ontledingKSSA.docx |Algemene Kliënte Behoefte Ontleding}} | ||
| - | * {{ ::4._RISIKO_PROFIEL_VRAELYSKSSA.docx |Risiko Profiel Vraelys}} | ||
| - | * {{ ::5._Advice_recordKSSA.docx |Advice Record}} | ||
| - | * {{ ::5._Advies_rekordKSSA.docx |Advies Rekord}} | ||
| - | * {{ ::6._Client_detailKSSA.docx |Client Detail}} | ||
| - | * {{ ::6._Klient_InligtingKSSA.docx |Kliënte Inligting}} | ||
| * {{ ::7._Documents_recieved_and_signedKSSA.docx |Documents Received and Signed}} | * {{ ::7._Documents_recieved_and_signedKSSA.docx |Documents Received and Signed}} | ||
| * {{ ::7._Dokumente_Ontvang_en_GetekenKSSA.docx |Dokumente Ontvang en Geteken}} | * {{ ::7._Dokumente_Ontvang_en_GetekenKSSA.docx |Dokumente Ontvang en Geteken}} | ||
| - | + | * {{ ::2._Broker_appointmentKSSA.docx |Authority to Obtain Information and Broker appointment}} | |
| - | * {{ ::4._Risk_profileKSSA.docx |Risk profile}} | + | |
| - | * {{ ::8._FIC_RISK_RATINGKSSA.docx |FIC RISK RATING}} | + | |
| - | * {{ ::9._Ongoing_due_diligence_questionnaireKSSA.docx |Ongoing due diligence questionnaire}} | + | |
| - | * {{ ::10.1_On_boarding_questionnaire_legal_personsKSSA.docx |On boarding questionnaire legal persons}} | + | |
| - | * {{ ::10.1_On_boarding_questionnaire_TrustKSSA.docx |On boarding questionnaire Trust}} | + | |
| - | * {{ ::10.2_On_boarding_questionnaire_natural personsKSSA.docx |On boarding questionnaire natural persons}} | + | |
| - | * {{ ::10.3_On_boarding_questionnaire_partnershipKSSA.docx |On boarding questionnaire partnership}} | + | |
| - | * {{ ::10.4_On_boarding_questionnaire_trustKSSA.docx |On boarding questionnaire trust}} | + | |
| - | + | ||
| * {{ ::3.20KS.docx |Boedel Ontledings Vraelys}} | * {{ ::3.20KS.docx |Boedel Ontledings Vraelys}} | ||
| * {{ ::SA_Analysis_E_V26.xlsm |SA Analysis- English V26}} | * {{ ::SA_Analysis_E_V26.xlsm |SA Analysis- English V26}} | ||
| * {{ :SA_Ontleding_-_Afrikaans_V26_-_KS.xlsm |SA Ontleding - Afrikaans V26}} | * {{ :SA_Ontleding_-_Afrikaans_V26_-_KS.xlsm |SA Ontleding - Afrikaans V26}} | ||
| * {{ :Indien_ek_voortydig_tot_sterwe_kom.docx |Indien Ek Voortydig Tot Sterwe Kom}} | * {{ :Indien_ek_voortydig_tot_sterwe_kom.docx |Indien Ek Voortydig Tot Sterwe Kom}} | ||
| - | * {{::15.Will_Application.pdf|Will Application}} | + | * {{::Will_ApplicationKS.pdf|Will Application}} |
| * {{ ::1.KS.pdf |Testament Aansoek 03/2016}} | * {{ ::1.KS.pdf |Testament Aansoek 03/2016}} | ||
| * {{ ::Check_List_-_kliente_leer_KS.xls |Check List - Kliente Leer}} | * {{ ::Check_List_-_kliente_leer_KS.xls |Check List - Kliente Leer}} | ||
| Line 37: | Line 20: | ||
| * {{ ::Reirement_and_Investment_questionnaire.docx |Retirement & Investment Questionnaire}} | * {{ ::Reirement_and_Investment_questionnaire.docx |Retirement & Investment Questionnaire}} | ||
| + | ==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 |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}} | ||
| + | |||