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tjaart_steyn [2023/08/28 11:14] brumilda |
tjaart_steyn [2023/10/09 13:41] (current) brumilda |
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| - | ====Tjaart==== | + | ====Tjaart Steyn==== |
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| + | ==Privaat== | ||
| * {{ ::1._Tjaart_Broker_disclosure_SATS.docx |Broker Disclosure}} | * {{ ::1._Tjaart_Broker_disclosure_SATS.docx |Broker Disclosure}} | ||
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| * {{ ::2._Broker_AppointmentSATS.docx | Broker Appointment}} | * {{ ::2._Broker_AppointmentSATS.docx | Broker Appointment}} | ||
| - | * {{ ::3._General_Client_Needs_Assessment.docx |General Client Needs Analysis}} | + | ==Standaard== |
| - | * {{ ::3._algemene_kliente_behoefte_ontledingSATS.docx |Algemene Kliente Behoefte Ontleding}} | + | |
| - | * {{ ::5._Advice_recordSATS.docx |Advice Record}} | + | |
| - | * {{ ::5._Advies_rekordSATS.docx |Advies Rekord}} | + | |
| - | * {{ ::4._Risk_profileSATS.docx |Risk Profile}} | + | |
| - | * {{ ::6._Client_detailSATS.docx |Client Detail}} | + | |
| - | * {{ ::6._Klient_InligtingSATS.docx |Klient Inligting}} | + | |
| - | * {{ ::4._RISIKO_PROFIEL_VRAELYSSATS.docx |Risiko Profiel}} | + | |
| - | * {{ ::8._FIC_RISK_RATINGSATS.docx | FIC RISK RATING}} | + | |
| - | * {{ ::9._Ongoing_due_diligence_questionnaireSATS.docx | Ongoing due diligence questionnaire}} | + | |
| - | * {{ ::10.1_On_boarding_questionnaire_TrustSATS.docx | On boarding questionnaire Trust}} | + | |
| - | * {{ ::10.2_On_boarding_questionnaire_Natural_personsSATS.docx | On boarding questionnaire Natural persons}} | + | |
| - | * {{ ::10.3_On_boarding_questionnaire_partnershipSATS.docx | On boarding questionnaire partnership}} | + | |
| - | * {{ ::10.4_On_boarding_questionnaire_trustSATS.docx | On boarding questionnaire trust}} | + | |
| + | * {{ ::General_Client_Needs_Assessment.docx |General Client Needs Analysis}} | ||
| + | * {{ ::Algemene_Kliente_Behoefte_Ontleding.docx |Algemene Kliënte Behoefte Ontleding}} | ||
| + | * {{ ::Client_Advice_Record.docx |Advice Record}} | ||
| + | * {{ ::Klient_Advies_Rekord.docx |Advies Rekord}} | ||
| + | * {{ ::Risk_Profile.docx |Risk Profile}} | ||
| + | * {{ ::Client_detail.docx |Client Detail}} | ||
| + | * {{ ::Klient_Inligting.docx |Kliënt Inligting}} | ||
| + | * {{ ::RISIKO_PROFIEL_VRAELYS.docx |Risiko Profiel}} | ||
| + | * {{:: 4.1_Risk_Profile_Questionnaire.docx|Risk Profile Questionnaire}} | ||
| + | * {{ ::FIC_RISK_RATING.docx | FIC RISK RATING}} | ||
| + | * {{ ::Ongoing_due_diligence_questionnaire.docx | Ongoing due diligence questionnaire}} | ||
| + | * {{ ::On_boarding_questionnaire_Trust.docx | On boarding questionnaire Trust}} | ||
| + | * {{ ::On_boarding_questionnaire_trust _2.docx | On boarding questionnaire trust}} | ||
| + | * {{ ::On_boarding_questionnaire_Natural_persons.docx | On boarding questionnaire Natural persons}} | ||
| + | * {{ ::On_boarding_questionnaire_partnership.docx | On boarding questionnaire partnership}} | ||
| | | ||