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Trace: • retief • joane_grobler • jacolien

This is an old revision of the document!

Jacolien Smit

Privaat

Broker disclosure
Makelaar openbaarmaking
Magtigingsbrief en makelaar aanstelling
Documents received and signed
Dokumente Ontvang en Geteken
Broker appointment

Standaard

General Client Needs Assessment
Algemene kliënte behoefte ontleding
Advies rekord
Advice record
Client detail
Kliënt Inligting
Risk profile
Risk Profile Questionnaire
RISIKO PROFIEL VRAELYS
FIC RISK RATING
On boarding questionnaire natural persons
On boarding questionnaire partnership
On boarding questionnaire trust
On boarding questionnaire trust
Ongoing due diligence questionnaire

jacolien.1696851328.txt.gz · Last modified: 2023/10/09 13:35 by brumilda