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shadrack_manana [2023/08/28 11:10] brumilda |
shadrack_manana [2024/06/24 15:07] (current) brumilda |
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| - | ==Shadrack Manana== | + | ====Shadrack Manana==== |
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| + | ==Privaat== | ||
| * {{::1._Broker_disclosureSM.docx|Broker disclosure}} | * {{::1._Broker_disclosureSM.docx|Broker disclosure}} | ||
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| * {{::7._Documents_recieved_and_signedSM.docx|Documents received and signed}} | * {{::7._Documents_recieved_and_signedSM.docx|Documents received and signed}} | ||
| * {{::7.1_Dokumente_Ontvang_en_GetekenSM.docx|Dokumente Ontvang en Geteken}} | * {{::7.1_Dokumente_Ontvang_en_GetekenSM.docx|Dokumente Ontvang en Geteken}} | ||
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| + | ==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 Kliënte Behoefte Ontleding}} | * {{::Algemene_Kliente_Behoefte_Ontleding.docx|Algemene Kliënte Behoefte Ontleding}} | ||
| * {{::RISIKO_PROFIEL_VRAELYS.docx|Risiko Profiel Vraelys}} | * {{::RISIKO_PROFIEL_VRAELYS.docx|Risiko Profiel Vraelys}} | ||
| + | * {{:: 4.1_Risk_Profile_Questionnaire.docx|Risk Profile Questionnaire}} | ||
| * {{::Client_Advice_Record.docx|Client Advice Record}} | * {{::Client_Advice_Record.docx|Client Advice Record}} | ||
| - | * {{::Klient_Advies_Rekord.docx|Klient Advies Rekord}} | + | * {{::Klient_Advies_Rekord.docx|Kliënt Advies Rekord}} |
| * {{::Client_detail.docx|Client detail}} | * {{::Client_detail.docx|Client detail}} | ||
| * {{::Klient_Inligting.docx|Kliënt Inligting}} | * {{::Klient_Inligting.docx|Kliënt Inligting}} | ||
| + | * {{ ::Record_of_Advice_-_Risk_Cover_Analysis.docx | Record of Advice - Risk Cover Analysis}} | ||
| + | |||