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Trace: • jacolien • aj • retief • joane_grobler

This is an old revision of the document!

Joane Grobler

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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
Kliënte Inligting
Risiko Profiel Vraelys
Risk profile
FIC RISK RATING
Ongoing due diligence questionnaire
On boarding questionnaire legal persons
On boarding questionnaire Trust
On boarding questionnaire natural persons
On boarding questionnaire partnership

joane_grobler.1696850577.txt.gz · Last modified: 2023/10/09 13:22 by brumilda