Differences
This shows you the differences between two versions of the page.
| Both sides previous revision Previous revision Next revision | Previous revision | ||
|
lourens [2022/08/08 10:58] brumilda |
lourens [2024/06/24 15:06] (current) brumilda |
||
|---|---|---|---|
| Line 1: | Line 1: | ||
| - | Lourens William van Wyk | + | ====Lourens William van Wyk==== |
| - | * {{::2._Brokers_appointmentLWVW.docx|Brokers appointment}} | + | ==Privaat== |
| + | |||
| + | * {{::1._Broker_disclosureLWVW.docx|Broker disclosure}} | ||
| + | * {{::1.1_Makelaar_openbaarmakingLWVW.docx|Makelaar openbaarmaking}} | ||
| * {{::2.2_Magting_en_Makelaars_aanstellingLWVW.docx|Magting en Makelaars aanstelling}} | * {{::2.2_Magting_en_Makelaars_aanstellingLWVW.docx|Magting en Makelaars aanstelling}} | ||
| - | * {{::3._General_Client_Needs_AssessmentLWVW.docx|General Client Needs Assessment}} | + | * {{::7._Documents_Recieved_and_SignedLWVW.docx|Documents Received and Signed}} |
| - | * {{::3.3_Algemene_Kliente_Behoefte_OntledingLWVW.docx|Algemene Kliente Behoefte Ontleding}} | + | |
| - | * {{::4._RISIKO_PROFIEL_VRAELYSLWVW.docx|RISIKO PROFIEL VRAELYS}} | + | |
| - | * {{::5._Client_Advice_RecordLWVW.docx|Client Advice Record}} | + | |
| - | * {{::5.5_Klient_Advies_RekordLWVW.docx|Klient Advies Rekord}} | + | |
| - | * {{::6._Client_detailLWVW.docx|Client detail}} | + | |
| - | * {{::6.6_Klient_InligtingLWVW.docx|Klient Inligting}} | + | |
| - | * {{::7._Documents_Recieved_and_SignedLWVW.docx|Documents Recieved and Signed}} | + | |
| * {{::7.7_Dokumente_Ontvang_en_GetekenLWVW.docx|Dokumente Ontvang en Geteken}} | * {{::7.7_Dokumente_Ontvang_en_GetekenLWVW.docx|Dokumente Ontvang en Geteken}} | ||
| - | * {{::8._FIC_RISK_RATINGLWVW.docx|FIC RISK RATING}} | + | * {{::2._Brokers_appointmentLWVW.docx|Brokers appointment}} |
| - | * {{::9._Ongoing_due_diligence_questionnaireLWVW.docx|Ongoing due diligence questionnaire}} | + | |
| - | * {{::10.1_On_boarding_questionnaire_TrustLWVW.docx|On boarding questionnaire Trust}} | + | ==Standaard== |
| - | * {{::10.2_On_boarding_questionnaire_Natural_personsLWVW.docx|On boarding questionnaire Natural persons}} | + | |
| - | * {{::10.3_On_boarding_questionnaire_partnershipLWVW.docx|On boarding questionnaire partnership}} | + | * {{::General_Client_Needs_Assessment.docx|General Client Needs Assessment}} |
| - | * {{::10.4_On_boarding_questionnaire_trustLWVW.docx|On boarding questionnaire trust}} | + | * {{::Algemene_Kliente_Behoefte_Ontleding.docx|Algemene Kliënte Behoefte Ontleding}} |
| + | * {{::Client_Advice_Record.docx|Client Advice Record}} | ||
| + | * {{::Klient_Advies_Rekord.docx|Klient Advies Rekord}} | ||
| + | * {{::RISIKO_PROFIEL_VRAELYS.docx|RISIKO PROFIEL VRAELYS}} | ||
| + | * {{::Client_detail.docx|Client detail}} | ||
| + | * {{::Klient_Inligting.docx|Klient Inligting}} | ||
| + | * {{:: 4.1_Risk_Profile_Questionnaire.docx|Risk Profile Questionnaire}} | ||
| + | * {{ ::Record_of_Advice_-_Risk_Cover_Analysis.docx | Record of Advice - Risk Cover Analysis}} | ||
| + | |||
| + | |||