Tjaart Steyn
Privaat
Broker Disclosure
Makelaar Openbaarmaking
Authority to Obtain Information and Broker Appointment
Magtigingsbrief en Makelaar Aanstelling
Documents Received and Signed
Dokumente Ontvang en Geteken
Broker Appointment
Standaard
General Client Needs Analysis
Algemene Kliënte Behoefte Ontleding
Advice Record
Advies Rekord
Risk Profile
Client Detail
Kliënt Inligting
Risiko Profiel
Risk Profile Questionnaire
FIC RISK RATING
Ongoing due diligence questionnaire
On boarding questionnaire Trust
On boarding questionnaire trust
On boarding questionnaire Natural persons
On boarding questionnaire partnership