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retief [2023/08/23 15:34] brumilda |
retief [2024/06/11 11:16] (current) brumilda |
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| + | ====Retief Jacobs==== | ||
| + | |||
| + | ==Privaat== | ||
| - | * {{ ::MAGTIGINGS_BRIEF_AND_MAKELAAR_AANSTELLING_Retief_Jacobsz.docx |Magtigingsbrief en makelaar aanstelling}} | ||
| - | * {{ ::AUTHORITY_TO_OBTAIN_INFORMATION_AND_ADVISOR_APPOINTMENT_Retief_Jacobsz.docx |AUTHORITY TO OBTAIN INFORMATION AND ADVISOR APPOINTMENT}} | ||
| * {{::1._Broker_disclosure_RJ.docx|Broker disclosure}} | * {{::1._Broker_disclosure_RJ.docx|Broker disclosure}} | ||
| - | * {{::1._Makelaar_openbaarmaking_master_RJ.docx|Makelaar openbaarmaking}} | + | * {{::1._Makelaar_openbaarmaking_master_RJ.docx|Makelaar openbaarmaking}} |
| + | * {{ ::MAGTIGINGS_BRIEF_AND_MAKELAAR_AANSTELLING_Retief_Jacobsz.docx |Magtigingsbrief en makelaar aanstelling}} | ||
| * {{::2._Broker_Appointment_RJ.docx|Broker Appointment}} | * {{::2._Broker_Appointment_RJ.docx|Broker Appointment}} | ||
| - | * {{::3._General_Client_Needs_Assessment_RJ.docx|General Client Needs Assessment}} | ||
| - | * {{::3.3_Algemene_Kliente_Behoefte_Ontleding_RJ.docx|Algemene Kliente Behoefte Ontleding}} | ||
| - | * {{::4._Risk_Profile_RJ.docx|Risk Profile}} | ||
| - | * {{::4.1_RISIKO_PROFIEL_VRAELYS_RJ.docx|RISIKO PROFIEL VRAELYS}} | ||
| - | * {{::5._Client_Advice_Record_RJ.docx|Client Advice Record}} | ||
| - | * {{::5.1_Klient_Advies_Rekord_RJ.docx|Klient Advies Rekord}} | ||
| - | * {{::6._Client_Detail_RJ.docx|Client Detail}} | ||
| - | * {{::6.1_Klient_Inligting_RJ.docx|Klient Inligting}} | ||
| * {{::7._Documents_Recieved_and_Signed_RJ.docx|Documents Received and Signed}} | * {{::7._Documents_Recieved_and_Signed_RJ.docx|Documents Received and Signed}} | ||
| * {{::7.1_Dokumente_Ontvang_en_Geteken_RJ.docx|Dokumente Ontvang en Geteken}} | * {{::7.1_Dokumente_Ontvang_en_Geteken_RJ.docx|Dokumente Ontvang en Geteken}} | ||
| - | * {{::8._FIC_RISK_RATINGRJ.docx|FIC RISK RATING}} | ||
| - | * {{::9._Ongoing_due_diligence_questionnaireRJ.docx|Ongoing due diligence questionnaire}} | ||
| - | * {{::10.1_On_boarding_questionnaire_Trust.docx|On boarding questionnaire Trust}} | ||
| - | * {{::10.2_On_boarding_questionnaire_Natural_persons.docx|On boarding questionnaire Natura persons}} | ||
| - | * {{::10.3_On_boarding_questionnaire_partnership.docx|On boarding questionnaire partnership}} | ||
| - | * {{::10.4_On_boarding_questionnaire_trust.docx|On boarding questionnaire trust}} | ||
| + | ==Standaard== | ||
| + | |||
| + | *{{ ::General_Client_Needs_Assessment.docx |General Client Needs Assessment}} | ||
| + | * {{ ::Algemene_Kliente_Behoefte_Ontleding.docx | Algemene kliënte behoefte ontleding }} | ||
| + | * {{ ::Client_detail.docx |Client detail}} | ||
| + | * {{ ::Klient_Inligting.docx |Kliënt Inligting}} | ||
| + | * {{ ::RISIKO_PROFIEL_VRAELYS.docx |Risiko Profiel Vraelys}} | ||
| + | * {{:: 4.1_Risk_Profile_Questionnaire.docx|Risk Profile Questionnaire}} | ||
| + | * {{ ::Risk_Profile.docx | Risk profile}} | ||
| + | * {{ ::FIC_RISK_RATING.docx |FIC RISK RATING}} | ||
| + | * {{ ::9._Ongoing_due_diligence_questionnaire.docx | Ongoing due diligence questionnaire}} | ||
| + | * {{ ::10.1_On_boarding_questionnaire_legal_persons.docx | On boarding questionnaire legal persons}} | ||
| + | * {{ ::10.1_On_boarding_questionnaire_Trust.docx | On boarding questionnaire Trust}} | ||
| + | * {{ ::10.2_On_boarding_questionnaire_natural_persons.docx | On boarding questionnaire natural persons }} | ||
| + | * {{ ::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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| + | |||