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werner [2023/08/28 11:25] brumilda |
werner [2024/06/24 15:08] (current) brumilda |
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| - | + | ====Werner==== | |
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| + | ==Privaat== | ||
| *{{ ::1._Werner_Broker_disclosure.docx |Broker disclosure}} | *{{ ::1._Werner_Broker_disclosure.docx |Broker disclosure}} | ||
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| *{{::AUTHORITY_TO_OBTAIN_INFORMATION_AND_ADVISOR_APPOINTMENT_Werner_Buys.docx |Authority to Obtain Information and Advisor Appointment}} | *{{::AUTHORITY_TO_OBTAIN_INFORMATION_AND_ADVISOR_APPOINTMENT_Werner_Buys.docx |Authority to Obtain Information and Advisor Appointment}} | ||
| + | ==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 Kliente Behoefte Ontleding}} | + | * {{::Algemene_Kliente_Behoefte_Ontleding.docx|Algemene Kliënte Behoefte Ontleding}} |
| * {{::Risk_Profile.docx|Risk Profile}} | * {{::Risk_Profile.docx|Risk Profile}} | ||
| * {{::RISIKO_PROFIEL_VRAELYS.docx|Risiko Profile Vraelys}} | * {{::RISIKO_PROFIEL_VRAELYS.docx|Risiko Profile Vraelys}} | ||
| Line 17: | Line 20: | ||
| * {{ ::Klient_Advies_Rekord.docx |Advies Rekord}} | * {{ ::Klient_Advies_Rekord.docx |Advies Rekord}} | ||
| * {{ ::Client_detail.docx |Client Detail}} | * {{ ::Client_detail.docx |Client Detail}} | ||
| - | * {{ ::Klient_Inligting.docx |Klient Inligting}} | + | * {{:: 4.1_Risk_Profile_Questionnaire.docx|Risk Profile Questionnaire}} |
| + | * {{ ::Klient_Inligting.docx |Kliënt Inligting}} | ||
| * {{ ::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}} | ||
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| * {{ ::On_boarding_questionnaire_Natural_persons.docx|On boarding questionnaire Natural persons}} | * {{ ::On_boarding_questionnaire_Natural_persons.docx|On boarding questionnaire Natural persons}} | ||
| * {{ ::On_boarding_questionnaire_partnership.docx |On boarding questionnaire partnership}} | * {{ ::On_boarding_questionnaire_partnership.docx |On boarding questionnaire partnership}} | ||
| + | * {{ ::Record_of_Advice_-_Risk_Cover_Analysis.docx | Record of Advice - Risk Cover Analysis}} | ||
| + | |||