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sa_forms [2022/07/25 14:53] brumilda |
sa_forms [2023/08/25 10:17] (current) brumilda [Engels] |
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| * {{ ::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}} |
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| * {{ ::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}} | ||