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Trace: • walter_herfurth

Walter Herfurth

Privaat

Broker Disclosure
Makelaar Openbaarmaking
Magtigingsbrief en Makelaar Aanstelling
Documents Received and Signed
Dokumente Ontvang en Geteken
Broker appointment
Indien ek voortydig tot sterwe kom
Boedel ontledings vraelys
Check List - kliënte leer
SA Analysis- English V26
SA Ontleding - Afrikaans V26
FICA RISIKO Aanslag Kontrolelys
Inligting benodig vir u vertroulike finansiële behoeftebepaling

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

walter_herfurth.txt · Last modified: 2024/06/11 11:07 by brumilda