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• Magtigingsbrief en makelaar aanstelling
• Authority to Obtain Information and Advisor Appointment
• Broker disclosure
• Makelaar openbaarmaking master
• General Client Needs Assessment
• Algemene Kliente Behoefte Ontleding
• Risk Profile
• Risiko Profile Vraelys
• Advice Record
• Advies Rekord
• Client Detail
• Klient Inligting
• Documents Recieved and Signed
• Dokumente Ontvang en Geteken

• Broker_appointment
• FIC_RISK_RATING
• Ongoing_due_diligence_questionnaire
• On_boarding_questionnaire_Trust
• On_boarding_questionnaire_Natural_persons
• On_boarding_questionnaire_partnership
• On_boarding_questionnaire_trust