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Trace: • retief • marco_smith

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Marco Smith

Privaat

Broker disclosure
Makelaar openbaarmaking
Documents recieved and signed
Dokumente Ontvang en Geteken
Magtigingsbrief en makelaar aanstelling
Broker Appointment

Standaard

General Client Needs Assessment
Risiko Profiel Vraelys
Kliënte Advies rekord
Client Advice Record
Kliënt Inligting
FIC RISK RATING
Ongoing due diligence questionnaire
On boarding questionnaire Trust
On boarding questionnaire natural persons

marco_smith.1718095295.txt.gz · Last modified: 2024/06/11 10:41 by brumilda