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Trace: • sk_pretoria • jacques_bisschoff

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Jacques Bisschoff

Privaat

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

jacques_bisschoff.1706788109.txt.gz · Last modified: 2024/02/01 12:48 by brumilda