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koos [2023/08/28 14:22] brumilda |
koos [2024/06/11 09:55] (current) brumilda |
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| * {{ :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}} | ||
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| ==Standaard== | ==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 Kliënte Behoefte Ontleding}} | + | * {{ ::Algemene_Kliente_Behoefte_Ontleding.docx | Algemene kliënte behoefte ontleding }} |
| - | * {{ ::Klient_Advies_Rekord.docx |Advies Rekord}} | + | * {{ ::Client_detail.docx |Client detail}} |
| - | * {{ ::Client_Advice_Record.docx |Advice Record}} | + | * {{ ::Klient_Inligting.docx |Kliënt Inligting}} |
| - | * {{ ::Client_detail.docx |Client Detail}} | + | |
| - | * {{ ::Klient_Inligting.docx |Kliënte Inligting}} | + | |
| * {{ ::RISIKO_PROFIEL_VRAELYS.docx |Risiko Profiel Vraelys}} | * {{ ::RISIKO_PROFIEL_VRAELYS.docx |Risiko Profiel Vraelys}} | ||
| - | * {{ ::Risk_Profile.docx |Risk profile}} | + | * {{:: 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}} |
| - | * {{ ::10.1_On_boarding_questionnaire_legal_persons.docx |On boarding questionnaire legal persons}} | + | * {{ ::9._Ongoing_due_diligence_questionnaire.docx | Ongoing due diligence questionnaire}} |
| - | * {{ ::On_boarding_questionnaire_Trust.docx |On boarding questionnaire Trust}} | + | * {{ ::10.1_On_boarding_questionnaire_legal_persons.docx | On boarding questionnaire legal persons}} |
| - | * {{ ::On_boarding_questionnaire_Natural_persons.docx |On boarding questionnaire natural persons}} | + | * {{ ::10.1_On_boarding_questionnaire_Trust.docx | On boarding questionnaire Trust}} |
| - | * {{ ::On_boarding_questionnaire_partnership.docx |On boarding questionnaire partnership}} | + | * {{ ::10.2_On_boarding_questionnaire_natural_persons.docx | On boarding questionnaire natural persons }} |
| - | * {{ ::On_boarding_questionnaire_trust _2.docx |On boarding questionnaire trust}} | + | * {{ ::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}} | |
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