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tjaart_steyn [2023/08/28 11:39] brumilda |
tjaart_steyn [2023/10/09 13:41] (current) brumilda |
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| * {{ ::General_Client_Needs_Assessment.docx |General Client Needs Analysis}} | * {{ ::General_Client_Needs_Assessment.docx |General Client Needs Analysis}} | ||
| - | * {{ ::Algemene_Kliente_Behoefte_Ontleding.docx |Algemene Kliente Behoefte Ontleding}} | + | * {{ ::Algemene_Kliente_Behoefte_Ontleding.docx |Algemene Kliënte Behoefte Ontleding}} |
| * {{ ::Client_Advice_Record.docx |Advice Record}} | * {{ ::Client_Advice_Record.docx |Advice Record}} | ||
| * {{ ::Klient_Advies_Rekord.docx |Advies Rekord}} | * {{ ::Klient_Advies_Rekord.docx |Advies Rekord}} | ||
| * {{ ::Risk_Profile.docx |Risk Profile}} | * {{ ::Risk_Profile.docx |Risk Profile}} | ||
| * {{ ::Client_detail.docx |Client Detail}} | * {{ ::Client_detail.docx |Client Detail}} | ||
| - | * {{ ::Klient_Inligting.docx |Klient Inligting}} | + | * {{ ::Klient_Inligting.docx |Kliënt Inligting}} |
| * {{ ::RISIKO_PROFIEL_VRAELYS.docx |Risiko Profiel}} | * {{ ::RISIKO_PROFIEL_VRAELYS.docx |Risiko Profiel}} | ||
| + | * {{:: 4.1_Risk_Profile_Questionnaire.docx|Risk Profile Questionnaire}} | ||
| * {{ ::FIC_RISK_RATING.docx | FIC RISK RATING}} | * {{ ::FIC_RISK_RATING.docx | FIC RISK RATING}} | ||
| * {{ ::Ongoing_due_diligence_questionnaire.docx | Ongoing due diligence questionnaire}} | * {{ ::Ongoing_due_diligence_questionnaire.docx | Ongoing due diligence questionnaire}} | ||