SK Wiki

Resource Documents

Policy Wording's

Policy Wording

Questionnaires

Questionnaires

Products

Genric
Guardrisk
Car Hire Options
Elite OMI

The Flow Of Prosesses

Processes

Forms

SK Forms
SA Forms
Broker Forms
SA Broker Forms
SK Pretoria

Site Tools

Recent Changes
Media Manager
Sitemap

Page Tools

Show pagesource
Old revisions
Backlinks
Back to top

User Tools

Log In

Except where otherwise noted, content on this wiki is licensed under the following license: CC Attribution-Share Alike 4.0 International

Trace: • walter_herfurth

This is an old revision of the document!

Walter Herfurth

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

General Client Needs Assessment
Algemene Kliente Behoefte Ontleding
Advies rekord
Client Advice Record
Client Detail
Klient Inligting
Risiko Profiel Vraelys
Risk Profile
FIC RISK RATING
On boarding questionnaire Natural persons
On boarding questionnaire partnership
On boarding questionnaire Trust
On boarding questionnaire trust
Ongoing due diligence questionnaire

walter_herfurth.1693213114.txt.gz · Last modified: 2023/08/28 10:58 by brumilda