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Darius Geldenhuys

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

Broker appointment
Magtigingsbrief en makelaar aanstelling
Documents received and signed
Dokumente ontvang en geteken

General client needs assessment
Algemene kliente behoefte ontleding
Client advice record
Risk profile
Fic risk rating
Klient advies rekord
Klient inligting
Risiko profiel vraelys
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

darius_geldenhuys.1693208169.txt.gz · Last modified: 2023/08/28 09:36 by brumilda