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lourens [2023/08/28 10:27] brumilda |
lourens [2024/06/24 15:06] (current) brumilda |
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| - | Lourens William van Wyk | + | ====Lourens William van Wyk==== |
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| + | ==Privaat== | ||
| * {{::1._Broker_disclosureLWVW.docx|Broker disclosure}} | * {{::1._Broker_disclosureLWVW.docx|Broker disclosure}} | ||
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| * {{::2._Brokers_appointmentLWVW.docx|Brokers appointment}} | * {{::2._Brokers_appointmentLWVW.docx|Brokers appointment}} | ||
| + | ==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}} | ||
| Line 16: | Line 19: | ||
| * {{::Client_detail.docx|Client detail}} | * {{::Client_detail.docx|Client detail}} | ||
| * {{::Klient_Inligting.docx|Klient Inligting}} | * {{::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}} | ||
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