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• Broker disclosure
• Magtigingsbrief en makelaar aanstelling
• Makelaar openbaarmaking

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  {{:: AUTHORITY_TO_OBTAIN_INFORMATION_AND_ADVISOR_APPOINTMENT_Retief_Jacobsz.docx |AUTHORITY TO OBTAIN INFORMATION AND ADVISOR APPOINTMENT}}
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* {{::2._Broker_Appointment_RJ.docx|Broker Appointment}}
* {{::3._General_Client_Needs_Assessment_RJ.docx|General Client Needs Assessment}}
* {{::3.3_Algemene_Kliente_Behoefte_Ontleding_RJ.docx|Algemene Kliente Behoefte Ontleding}}
* {{::4._Risk_Profile_RJ.docx|Risk Profile}}
* {{::4.1_RISIKO_PROFIEL_VRAELYS_RJ.docx|RISIKO PROFIEL VRAELYS}}
* {{::5._Client_Advice_Record_RJ.docx|Client Advice Record}}
* {{::5.1_Klient_Advies_Rekord_RJ.docx|Klient Advies Rekord}}
* {{::6._Client_Detail_RJ.docx|Client Detail}}
* {{::6.1_Klient_Inligting_RJ.docx|Klient Inligting}}
* {{::7._Documents_Recieved_and_Signed_RJ.docx|Documents Received and Signed}}
* {{::7.1_Dokumente_Ontvang_en_Geteken_RJ.docx|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