Jaco Verster
Privaat
Broker disclosure
Makelaar openbaarmaking
Broker appointment
Magtigingsbrief en makelaar aanstelling
Documents received and signed
Dokumente Ontvang en Geteken
Vervanging Openbaarmakingsrekord - Kommersiële (Omvattend)
Product Replacement Record - Commercial (Comprehensive)
Vervanging Openbaarmakingsrekord - Persoonlik (Omvattend)
Product Replacement Record Personal - (Comprehensive)
Standaard
General Client Needs Assessment
Algemene Kliënte Behoefte Ontleding
Client Advice Record
Klient Advies Rekord
Client detail
Kliënt Inligting
Risiko Profiel Vraelys
Risk Profile Questionnaire
Risk profile
FIC RISK RATING
Ongoing due diligence questionnaire
On boarding questionnaire Trust
On boarding questionnaire trust
On boarding questionnaire Natural persons
On boarding questionnaire partnership
Record of Advice - Risk Cover Analysis