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retief [2023/08/28 11:34] brumilda |
retief [2024/06/11 11:16] (current) brumilda |
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| * {{::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}} | * {{ ::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}} | ||
| * {{::2._Broker_Appointment_RJ.docx|Broker Appointment}} | * {{::2._Broker_Appointment_RJ.docx|Broker Appointment}} | ||
| * {{::7._Documents_Recieved_and_Signed_RJ.docx|Documents Received and Signed}} | * {{::7._Documents_Recieved_and_Signed_RJ.docx|Documents Received and Signed}} | ||
| Line 13: | Line 12: | ||
| ==Standaard== | ==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 }} |
| - | * {{::Risk_Profile.docx|Risk Profile}} | + | * {{ ::Client_detail.docx |Client detail}} |
| - | * {{::RISIKO_PROFIEL_VRAELYS.docx|RISIKO PROFIEL VRAELYS}} | + | * {{ ::Klient_Inligting.docx |Kliënt Inligting}} |
| - | * {{::Client_Advice_Record.docx|Client Advice Record}} | + | * {{ ::RISIKO_PROFIEL_VRAELYS.docx |Risiko Profiel Vraelys}} |
| - | * {{::Klient_Advies_Rekord.docx|Klient Advies Rekord}} | + | * {{:: 4.1_Risk_Profile_Questionnaire.docx|Risk Profile Questionnaire}} |
| - | * {{::Client_detail.docx|Client Detail}} | + | * {{ ::Risk_Profile.docx | Risk profile}} |
| - | * {{::Klient_Inligting.docx|Klient Inligting}} | + | * {{ ::FIC_RISK_RATING.docx |FIC RISK RATING}} |
| - | * {{::FIC_RISK_RATING.docx|FIC RISK RATING}} | + | * {{ ::9._Ongoing_due_diligence_questionnaire.docx | Ongoing due diligence questionnaire}} |
| - | * {{::Ongoing_due_diligence_questionnaire.docx|Ongoing due diligence questionnaire}} | + | * {{ ::10.1_On_boarding_questionnaire_legal_persons.docx | On boarding questionnaire legal persons}} |
| - | * {{::On_boarding_questionnaire_Trust.docx|On boarding questionnaire Trust}} | + | * {{ ::10.1_On_boarding_questionnaire_Trust.docx | On boarding questionnaire Trust}} |
| - | * {{::On_boarding_questionnaire_trust _2.docx|On boarding questionnaire trust}} | + | * {{ ::10.2_On_boarding_questionnaire_natural_persons.docx | On boarding questionnaire natural persons }} |
| - | * {{::On_boarding_questionnaire_Natural_persons.docx|On boarding questionnaire Natura persons}} | + | * {{ ::10.3_On_boarding_questionnaire_partnership.docx | On boarding questionnaire partnership}} |
| - | * {{::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}} | ||
| + | |||