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Trace: • marina_lourens

Marina Lourens

Privaat

Broker Disclosure
Makelaar Openbaarmaking
Authority to Obtain Information and Advisor Appointment
Magtiging om Inligting te Bekom en Makelaarsaanstelling
Documents Received and Signed
Dokumente Ontvang en Geteken
Versoek vir medies
Nota Blad
Check List - Kliënte Leer

Standaard

General Client Needs Assessment
Algemene kliënte behoefte ontleding
Client detail
Kliënt Inligting
Risiko Profiel Vraelys
Risk Profile Questionnaire
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
Record of Advice - Risk Cover Analysis

marina_lourens.txt · Last modified: 2024/06/11 11:41 by brumilda