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sa_forms [2020/04/14 09:12] brumilda |
sa_forms [2023/08/25 10:17] (current) brumilda [Engels] |
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| * {{ ::Risikoprofiel.docx |Risikoprofiel}} | * {{ ::Risikoprofiel.docx |Risikoprofiel}} | ||
| * {{ ::Adviesrekord.docx |Advies rekord}} | * {{ ::Adviesrekord.docx |Advies rekord}} | ||
| - | * {{ ::RISIKOPROFIELVRAELYSnuweeen.docx |RISIKO PROFIEL VRAELYS (Nuwe Een)}} | + | * {{ ::RISIKOPROFIELVRAELYSnuweeen.docx |Risiko Profiel Vraelys (Nuwe Een)}} |
| - | * {{ ::SA_Ontleding_-_Afrikaans_V26.xlsm |SA Ontleding}} | + | * {{ ::SA_Ontleding_-_Afrikaans_V26.xlsm |SA Ontleding}} |
| - | * {{ ::1.SAFORM.docx |Inligting benodig vir u vertroulike finansiële behoeftebepaling}} | + | * {{ ::1.SAFORM.docx |Inligting benodig vir u vertroulike finansiële behoeftebepaling}} |
| - | * {{ ::Aftree_en_beleggings_beplanning_vralys.docx |Aftree en beleggings beplanning vralys}} | + | * {{ ::Aftree_en_beleggings_beplanning_vralys.docx |Aftree en beleggings beplanning vraelys}} |
| Line 25: | Line 25: | ||
| * {{ ::Broker_disclosure.docx |Broker disclosure}} | * {{ ::Broker_disclosure.docx |Broker disclosure}} | ||
| * {{ ::Broker_appointment_under_supervision.docx |Broker appointment under supervision}} | * {{ ::Broker_appointment_under_supervision.docx |Broker appointment under supervision}} | ||
| - | * {{ :Broker_appointment.docx |Broker appointment}} | + | * {{ ::Broker_appointment.docx |Broker appointment}} |
| * {{ ::General_Client_Needs_Assessment.docx |General Client Needs Assessment}} | * {{ ::General_Client_Needs_Assessment.docx |General Client Needs Assessment}} | ||
| * {{ ::Client_advice_record.docx |Client advice record}} | * {{ ::Client_advice_record.docx |Client advice record}} | ||
| Line 32: | Line 32: | ||
| * {{ ::FICA_RISK_RATING_CHECKLIST.docx|FICA RISK RATING CHECKLIST}} | * {{ ::FICA_RISK_RATING_CHECKLIST.docx|FICA RISK RATING CHECKLIST}} | ||
| * {{ ::FIC_RISK_RATING.docx|FIC RISK RATING}} | * {{ ::FIC_RISK_RATING.docx|FIC RISK RATING}} | ||
| + | * {{ ::SA_-_FICA_Risk_Management_and_Compliance_Programme_for_SA.docx|FICA Risk Management and Compliance Programme for SA}} | ||
| * {{ ::SA_Analysis_E_V26.xlsm |SA Analysis}} | * {{ ::SA_Analysis_E_V26.xlsm |SA Analysis}} | ||
| * {{ ::1._risk_indicators.docx |Risk Indicators}} | * {{ ::1._risk_indicators.docx |Risk Indicators}} | ||
| Line 51: | Line 52: | ||
| * {{ ::15._kyc_checklist_for_other_legal_persons_pension_or_provident_fund.docx |KYC Checklist For Other Legal Persons Pension Or Provident Fund}} | * {{ ::15._kyc_checklist_for_other_legal_persons_pension_or_provident_fund.docx |KYC Checklist For Other Legal Persons Pension Or Provident Fund}} | ||
| * {{ ::16._kyc_checklist_for_sa_legal_person_close_corporations_companies.docx |KYC Checklist For SA Legal Person Close Corporations Companies}} | * {{ ::16._kyc_checklist_for_sa_legal_person_close_corporations_companies.docx |KYC Checklist For SA Legal Person Close Corporations Companies}} | ||
| - | * {{ ::Reirement_and_Investment_questionnaire.docx |Reirement & Investment questionnaire}} | + | * {{ ::Reirement_and_Investment_questionnaire.docx |Retirement & Investment questionnaire}} |
| + | * {{ ::Smit_Kie_Property_Loss_Claim_Form.docx |Smit Kie - Property Loss Claim Form}} | ||
| + | * {{ ::Old_Mutual_Protect_Referenc_ Guide.pdf |Old Mutual Protect Reference Guide RSA V1.3 (3)}} | ||