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Trace: • marina_lourens • mariette_van_der_westhuizen

This is an old revision of the document!

Mariette van der Westhuizen

Broker Disclosure
Makelaar openbaarmaking
Magtigingsbrief en makelaar aanstelling
Authority to Obtain Information and Advisor Appointment
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.1693211359.txt.gz · Last modified: 2023/08/28 10:29 by brumilda