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Trace: • walter_herfurth

This is an old revision of the document!

Walter Herfurth

Privaat

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 - 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 Kliente Behoefte Ontleding
Advies rekord
Client Advice Record
Client Detail
Kliënt 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.1693224485.txt.gz · Last modified: 2023/08/28 14:08 by brumilda