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• Magtigingsbrief en makelaar aanstelling
• AUTHORITY TO OBTAIN INFORMATION AND ADVISOR APPOINTMENT
• Broker disclosure
• Makelaar openbaarmaking
• Broker Appointment
• General Client Needs Assessment
• Algemene Kliente Behoefte Ontleding
• Risk Profile
• RISIKO PROFIEL VRAELYS
• Client Advice Record
• Klient Advies Rekord
• Client Detail
• Klient Inligting
• Documents Received and Signed
• Dokumente Ontvang en Geteken

• FIC RISK RATING
• Ongoing due diligence questionnaire
• On boarding questionnaire Trust
• On boarding questionnaire Natura persons
• On boarding questionnaire partnership
• On boarding questionnaire trust