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• Broker disclosure
• Makelaar openbaarmaking master
• Magtigingsbrief en makelaar aanstelling
• Broker appointment
• Documents Received and Signed
• Dokumente Ontvang en Geteken
• Authority to Obtain Information and Advisor Appointment

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