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Darius Geldenhuys

VERVANGING OPENBAARMAKINGSREKORD–KOMMERSIELE
VERVANGING OPENBAARMAKINGSREKORD–PERSOONLIK
PRODUCT REPLACEMENT RECORD-COMMERCIAL
PRODUCT REPLACEMENT RECORD-PERSONAL

Broker appointment
General client needs assessment
Algemene kliente behoefte ontleding
Risk profile
Client advice record
Documents received and signed
Dokumente ontvang en geteken
Fic risk rating
Klient advies rekord
Klient inligting
Magtigingsbrief en makelaar aanstelling
On boarding questionnaire legal persons
On boarding questionnaire natural persons
On boarding questionnaire partnership
On boarding questionnaire trust
Ongoing due diligence questionnaire
Ongoing due diligence questionnaire
Risiko profiel vraelys

darius_geldenhuys.1692790829.txt.gz · Last modified: 2023/08/23 13:40 by brumilda