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KOOS SMIT

Privaat

Broker Disclosure
Makelaar Openbaarmaking
Magtigingsbrief en Makelaaraanstelling
Documents Received and Signed
Dokumente Ontvang en Geteken
Authority to Obtain Information and Broker appointment
Boedel Ontledings Vraelys
SA Analysis- English V26
SA Ontleding - Afrikaans V26
Indien Ek Voortydig Tot Sterwe Kom
Will Application
Testament Aansoek 03/2016
Check List - Kliente Leer
Inligting Benodig vir U Vertroulike Finansiële Behoeftebepaling
Aftree en Beleggings Beplanning Vraelys
Retirement & Investment Questionnaire

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
On boarding questionnaire trust

koos.1693225300.txt.gz · Last modified: 2023/08/28 14:21 by brumilda