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mariette_van_der_westhuizen [2023/08/28 10:32] brumilda |
mariette_van_der_westhuizen [2024/06/24 14:18] (current) brumilda |
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| ====Mariette van der Westhuizen==== | ====Mariette van der Westhuizen==== | ||
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| + | ==Privaat== | ||
| *{{ ::1._Mariette_Broker_disclosure_MVDW.docx |Broker Disclosure}} | *{{ ::1._Mariette_Broker_disclosure_MVDW.docx |Broker Disclosure}} | ||
| Line 5: | Line 7: | ||
| * {{ ::2._Magtigingsbrief_en_makelaar_aanstelling_masterMVDW.docx |Magtigingsbrief en makelaar aanstelling}} | * {{ ::2._Magtigingsbrief_en_makelaar_aanstelling_masterMVDW.docx |Magtigingsbrief en makelaar aanstelling}} | ||
| * {{ ::2._Broker_appointmentMVDW.docx |Authority to Obtain Information and Advisor Appointment}} | * {{ ::2._Broker_appointmentMVDW.docx |Authority to Obtain Information and Advisor Appointment}} | ||
| - | + | * {{ ::5.Financial_Needs_AnalysisMVDW.pdf|Financial Needs Analysis}} | |
| - | * {{ ::3._Algemene_kliente_behoefte_ontledingMVDW.docx |Algemene kliente behoefte ontleding}} | + | |
| - | * {{ ::3._General_Client_Needs_AssessmentMVDW.docx |General Client Needs Assessment}} | + | |
| - | * {{ ::5._Advies_rekordMVDW.docx |Kliente Advies rekord}} | + | |
| - | * {{ ::5._Advice_recordMVDW.docx |Client Advice Record}} | + | |
| - | * {{ ::6._Client_detailmvdw.docx |Client detail}} | + | |
| - | * {{ ::6._Klient_Inligtingmvdw.docx |Klient Inligting}} | + | |
| - | * {{ ::4._RISIKO_PROFIEL_VRAELYSMVDW.docx |Risiko Profiel Vraelys }} | + | |
| - | * {{ ::4.1Risk_analysisMVDW.docx |Risk analysis}} | + | |
| - | * {{ ::8._FIC_RISK_RATINGMVDW.docx |FIC RISK RATING}} | + | |
| - | * {{ ::9._Ongoing_due_diligence_questionnaireMVDW.docx |Ongoing due diligence questionnaire}} | + | |
| - | * {{ ::10.1_On_boarding_questionnaire_TrustMVDW.docx |On boarding questionnaire Trust}} | + | |
| - | * {{ ::10.2_On_boarding_questionnaire_natural_personsMVDW.docx |On boarding questionnaire natural persons}} | + | |
| - | * {{ ::10.3_On_boarding_questionnaire_partnershipMVDW.docx |On boarding questionnaire partnership}} | + | |
| - | * {{ ::10.4_On_boarding_questionnaire_trustMVDW.docx |On boarding questionnaire trust}} | + | |
| - | * | + | |
| - | * {{ ::5.Financial_Needs_AnalysisMVDW.pdf|Financial Needs Analysis}} | + | |
| * {{ ::5.1Finansiele_behoefte_ontledingMVDW.pdf |Finansiële behoefte-ontleding}} | * {{ ::5.1Finansiele_behoefte_ontledingMVDW.pdf |Finansiële behoefte-ontleding}} | ||
| * {{ ::7.Boedel_Inligtings_vraelysMVDW.docx |Boedel Inligtings vraelys}} | * {{ ::7.Boedel_Inligtings_vraelysMVDW.docx |Boedel Inligtings vraelys}} | ||
| Line 27: | Line 13: | ||
| * {{::15.Will_ApplicationMVDW.pdf|Will Application}} | * {{::15.Will_ApplicationMVDW.pdf|Will Application}} | ||
| * {{ ::10.Testament_aansoek_RestantMVDW.docx |Testament aansoek -Restant}} | * {{ ::10.Testament_aansoek_RestantMVDW.docx |Testament aansoek -Restant}} | ||
| - | * {{ ::11.SA_KLIENTE_BELEGGINGS_ANALISE_RISIKO_PROFIELMVDW.docx |SA Kliente Beleggings Analise & Risiko Profiel}} | + | * {{ ::11.SA_KLIENTE_BELEGGINGS_ANALISE_RISIKO_PROFIELMVDW.docx |SA Kliënte Beleggings Analise & Risiko Profiel}} |
| * {{ ::13.Check_List_kliente_leerMVDW.xls |Aftree en beleggings beplanning vralys}} | * {{ ::13.Check_List_kliente_leerMVDW.xls |Aftree en beleggings beplanning vralys}} | ||
| - | * {{ ::14.Algemene_kliente_behoefte_ontleding.docx |Algemene kliente behoefte ontleding}} | + | * {{ ::14.Algemene_kliente_behoefte_ontleding.docx |Algemene kliënte behoefte ontleding}} |
| * {{ ::7._Documents_recieved_and_signedmvdw.docx |Documents received and signed}} | * {{ ::7._Documents_recieved_and_signedmvdw.docx |Documents received and signed}} | ||
| * {{ ::7._Dokumente_Ontvang_en_Getekenmvdw.docx |Dokumente Ontvang en Geteken}} | * {{ ::7._Dokumente_Ontvang_en_Getekenmvdw.docx |Dokumente Ontvang en Geteken}} | ||
| - | * {{ ::4._Risk_profileMVDW.docx |Risk profile}} | ||
| - | * | ||
| - | * | ||
| + | ==Standaard== | ||
| + | |||
| + | * {{ ::Algemene_Kliente_Behoefte_Ontleding.docx |Algemene kliënte behoefte ontleding}} | ||
| + | * {{ ::General_Client_Needs_Assessment.docx |General Client Needs Assessment}} | ||
| + | * {{ ::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}} | ||