SK Wiki

Resource Documents

Policy Wording's

Policy Wording

Questionnaires

Questionnaires

Products

Genric
Guardrisk
Car Hire Options
Elite OMI

The Flow Of Prosesses

Processes

Forms

SK Forms
SA Forms
Broker Forms
SA Broker Forms
SK Pretoria

Site Tools

Recent Changes
Media Manager
Sitemap

Page Tools

Show pagesource
Old revisions
Backlinks
Back to top

User Tools

Log In

Except where otherwise noted, content on this wiki is licensed under the following license: CC Attribution-Share Alike 4.0 International

Trace: • mariette_van_der_westhuizen

This is an old revision of the document!

Mariette van der Westhuizen

Magtigingsbrief en makelaar aanstelling
Authority to Obtain Information and Advisor Appointment
Makelaar openbaarmaking
Broker Disclosure
Algemene kliente behoefte ontleding
General Client Needs Assessment
Risiko Profiel Vraelys
Risk analysis
Financial Needs Analysis
Finansiële behoefte-ontleding
Kliente Advies rekord
Client Advice Record
Boedel Inligtings vraelys
Indien ek voortydig tot sterwe kom
Will Application
Testament aansoek -Restant
SA Kliente Beleggings Analise & Risiko Profiel
Aftree en beleggings beplanning vralys
Algemene kliente behoefte ontleding
Client detail
Klient Inligting
Documents received and signed
Dokumente Ontvang en Geteken
Risk profile
FIC RISK RATING
Ongoing due diligence questionnaire
On boarding questionnaire Trust
On boarding questionnaire natural persons
On boarding questionnaire partnership
On boarding questionnaire trust

mariette_van_der_westhuizen.1692796778.txt.gz · Last modified: 2023/08/23 15:19 by brumilda