Differences
This shows you the differences between two versions of the page.
| Both sides previous revision Previous revision Next revision | Previous revision | ||
|
shadrack_manana [2023/04/25 15:27] brumilda |
shadrack_manana [2024/06/24 15:07] (current) brumilda |
||
|---|---|---|---|
| Line 1: | Line 1: | ||
| - | ==Shadrack Manana== | + | ====Shadrack Manana==== |
| + | |||
| + | ==Privaat== | ||
| * {{::1._Broker_disclosureSM.docx|Broker disclosure}} | * {{::1._Broker_disclosureSM.docx|Broker disclosure}} | ||
| Line 5: | Line 7: | ||
| * {{::2._Broker_appointmentSM.docx|Broker appointment}} | * {{::2._Broker_appointmentSM.docx|Broker appointment}} | ||
| * {{::2.1_Magtigingsbrief_en_makelaar_aanstellingSM.docx|Magtigingsbrief en makelaar aanstelling}} | * {{::2.1_Magtigingsbrief_en_makelaar_aanstellingSM.docx|Magtigingsbrief en makelaar aanstelling}} | ||
| - | * {{::3._General_Client_Needs_AssessmentSM.docx|General Client Needs Assessment}} | + | * {{::7._Documents_recieved_and_signedSM.docx|Documents received and signed}} |
| - | * {{::3.1_Algemene_Kliente_Behoefte_OntledingSM.docx|Algemene Kliente Behoefte Ontleding}} | + | |
| - | * {{::4._Risiko_Profiel_VraelysSM.docx|Risiko Profiel Vraelys}} | + | |
| - | * {{::5._Client_Advice_RecordSM.docx|Client Advice Record}} | + | |
| - | * {{::5.1_Klient_Advies_RekordSM.docx|Klient Advies Rekord}} | + | |
| - | * {{::6._Client_detailSM.docx|Client detail}} | + | |
| - | * {{::6.1_Klient_InligtingSM.docx|Klient Inligting}} | + | |
| - | * {{::7._Documents_recieved_and_signedSM.docx|Documents recieved and signed}} | + | |
| * {{::7.1_Dokumente_Ontvang_en_GetekenSM.docx|Dokumente Ontvang en Geteken}} | * {{::7.1_Dokumente_Ontvang_en_GetekenSM.docx|Dokumente Ontvang en Geteken}} | ||
| + | |||
| + | ==Standaard== | ||
| + | |||
| + | * {{::General_Client_Needs_Assessment.docx|General Client Needs Assessment}} | ||
| + | * {{::Algemene_Kliente_Behoefte_Ontleding.docx|Algemene Kliënte Behoefte Ontleding}} | ||
| + | * {{::RISIKO_PROFIEL_VRAELYS.docx|Risiko Profiel Vraelys}} | ||
| + | * {{:: 4.1_Risk_Profile_Questionnaire.docx|Risk Profile Questionnaire}} | ||
| + | * {{::Client_Advice_Record.docx|Client Advice Record}} | ||
| + | * {{::Klient_Advies_Rekord.docx|Kliënt Advies Rekord}} | ||
| + | * {{::Client_detail.docx|Client detail}} | ||
| + | * {{::Klient_Inligting.docx|Kliënt Inligting}} | ||
| + | * {{ ::Record_of_Advice_-_Risk_Cover_Analysis.docx | Record of Advice - Risk Cover Analysis}} | ||
| + | |||
| + | |||