Differences
This shows you the differences between two versions of the page.
| Both sides previous revision Previous revision Next revision | Previous revision | ||
|
mariette_van_der_westhuizen [2021/08/27 15:46] brumilda |
mariette_van_der_westhuizen [2024/06/24 14:18] (current) brumilda |
||
|---|---|---|---|
| Line 1: | Line 1: | ||
| ====Mariette van der Westhuizen==== | ====Mariette van der Westhuizen==== | ||
| + | ==Privaat== | ||
| - | * {{ ::MAGTIGINGS_BRIEF_AND_MAKELAAR_AANSTELLING_Mariette_vd_Westhuizen.docx |Magtigingsbrief en makelaar aanstelling}} | + | *{{ ::1._Mariette_Broker_disclosure_MVDW.docx |Broker Disclosure}} |
| - | * {{ ::AUTHORITY_TO_OBTAIN_INFORMATION_AND_ADVISOR_APPOINTMENT_Mariette_vd_Westhuizen.docx |AUTHORITY TO OBTAIN INFORMATION AND ADVISOR APPOINTMENT}} | + | *{{ ::1._Mariette_Makelaar_openbaarmaking_MVDW.docx |Makelaar openbaarmaking}} |
| - | * {{ ::1._Mariette_Makelaar_openbaarmaking_MVDW.docx |Makelaar openbaarmaking}} | + | * {{ ::2._Magtigingsbrief_en_makelaar_aanstelling_masterMVDW.docx |Magtigingsbrief en makelaar aanstelling}} |
| - | * {{ ::1._Mariette_Broker_disclosure_MVDW.docx |Broker Disclosure}} | + | * {{ ::2._Broker_appointmentMVDW.docx |Authority to Obtain Information and Advisor Appointment}} |
| - | * {{ ::2._Magtiging_om_Inligting_te_bekom_en_Makelaars_aanstelling.docx |Magtiging om Inligting te bekom en Makelaars aanstelling}} | + | * {{ ::5.Financial_Needs_AnalysisMVDW.pdf|Financial Needs Analysis}} |
| - | * {{ ::2.2_Authority_to_Obtain_Information_and_Advisor_Appointment.docx |Authority to Obtain Information and Advisor Appointment}} | + | * {{ ::5.1Finansiele_behoefte_ontledingMVDW.pdf |Finansiële behoefte-ontleding}} |
| - | * {{ ::3.Algemene_kliente_behoefte_ontleding.docx |Algemene kliente behoefte ontleding}} | + | * {{ ::7.Boedel_Inligtings_vraelysMVDW.docx |Boedel Inligtings vraelys}} |
| - | * {{ ::3.1General_Client_Needs_Assessment.docx |General Client Needs Assessment}} | + | * {{ ::9.Indien_ek_voortydig_tot_sterwe_komMVDW.docx |Indien ek voortydig tot sterwe kom}} |
| - | * {{ ::4.Risiko_Profiel_Vraelys.docx |Risiko Profiel Vraelys }} | + | * {{::15.Will_ApplicationMVDW.pdf|Will Application}} |
| - | * {{ ::4.1Risk_analysis.docx |Risk analysis}} | + | * {{ ::10.Testament_aansoek_RestantMVDW.docx |Testament aansoek -Restant}} |
| - | * {{ ::5.Financial_Needs_Analysis.pdf|Financial Needs Analysis}} | + | * {{ ::11.SA_KLIENTE_BELEGGINGS_ANALISE_RISIKO_PROFIELMVDW.docx |SA Kliënte Beleggings Analise & Risiko Profiel}} |
| - | * {{ ::5.1Finansiele_behoefte_ontleding.pdf |Finansiële behoefte-ontleding}} | + | * {{ ::13.Check_List_kliente_leerMVDW.xls |Aftree en beleggings beplanning vralys}} |
| - | * {{ :6.Kliente_Advies_rekord.docx |Kliente Advies rekord}} | + | * {{ ::14.Algemene_kliente_behoefte_ontleding.docx |Algemene kliënte behoefte ontleding}} |
| - | * {{ :6.1Client_Advice_Record.docx |Client Advice Record}} | + | * {{ ::7._Documents_recieved_and_signedmvdw.docx |Documents received and signed}} |
| - | * {{ ::7.Boedel_Inligtings_vraelys.docx |Boedel Inligtings vraelys}} | + | * {{ ::7._Dokumente_Ontvang_en_Getekenmvdw.docx |Dokumente Ontvang en Geteken}} |
| - | * {{ ::9.Indien_ek_voortydig_tot_sterwe_kom.docx |Indien ek voortydig tot sterwe kom}} | + | |
| - | * {{ ::10.Testament_aansoek_Restant.docx |Testament aansoek -Restant}} | + | ==Standaard== |
| - | * {{ ::11.SA_KLIENTE_BELEGGINGS_ANALISE_RISIKO_PROFIEL.docx |SA KLIENTE BELEGGINGS ANALISE & RISIKO PROFIEL}} | + | |
| - | * {{ ::13.Check_List_kliente_leer.xls |Aftree en beleggings beplanning vralys}} | + | * {{ ::Algemene_Kliente_Behoefte_Ontleding.docx |Algemene kliënte behoefte ontleding}} |
| - | * {{ ::14.Algemene_kliente_behoefte_ontleding.docx |Algemene kliente behoefte ontleding}} | + | * {{ ::General_Client_Needs_Assessment.docx |General Client Needs Assessment}} |
| - | * {{ ::14.1General_clients_needs_analysis.docx |General client's needs analysis}} | + | * {{ ::Klient_Advies_Rekord.docx |Kliënte Advies rekord}} |
| + | * {{ ::Client_Advice_Record.docx |Client Advice Record}} | ||
| + | * {{ ::Client_detail.docx |Client detail}} | ||
| + | * {{ ::Klient_Inligting.docx |Kliënt Inligting}} | ||
| + | * {{ ::RISIKO_PROFIEL_VRAELYS.docx |Risiko Profiel Vraelys }} | ||
| + | * {{ ::Risk_Profile.docx |Risk profile}} | ||
| + | * {{:: 4.1_Risk_Profile_Questionnaire.docx|Risk Profile Questionnaire}} | ||
| + | * {{ ::4.1Risk_analysisMVDW.docx |Risk analysis}} | ||
| + | * {{ ::FIC_RISK_RATING.docx |FIC RISK RATING}} | ||
| + | * {{ ::Ongoing_due_diligence_questionnaire.docx |Ongoing due diligence questionnaire}} | ||
| + | * {{ ::On_boarding_questionnaire_Trust.docx |On boarding questionnaire Trust}} | ||
| + | * {{ ::On_boarding_questionnaire_trust _2.docx |On boarding questionnaire trust}} | ||
| + | * {{ ::On_boarding_questionnaire_Natural_persons.docx |On boarding questionnaire natural persons}} | ||
| + | * {{ ::On_boarding_questionnaire_partnership.docx |On boarding questionnaire partnership}} | ||
| + | * {{ ::Record_of_Advice_-_Risk_Cover_Analysis.docx | Record of Advice - Risk Cover Analysis}} | ||