All branchesTWTDTI
Clients
Individuals & entities across your visibility scope.
3 clients awaiting your approval. Approve to unlock policy creation.
| Client | Advisor | Branch · BU | Risk | FICA | Approval | |
|---|---|---|---|---|---|---|
Chanelle Erasmus Individual | Werner Coetzee | CPT · TI | High | Expiring | Pending | Open |
Cobus Kruger Individual | Marlene Pretorius | JHB · TD | Low | Verified | Pending | Open |
Pieter Marais Individual | Chanelle Fourie | JHB · TD | Medium | Expired | Pending | Open |
Chanelle Fourie Fourie Household | Chanelle Fourie | JHB · TD | Medium | Expiring | Approved | Open |
Stefan Marais Individual | Nadia van der Merwe | CPT · TI | Critical | Expired | Rejected | Open |
Pieter Viljoen Individual | Johan Botha | CPT · TW | Medium | Expired | Approved | Open |
Marius Naudé Naudé Household | Johan Botha | CPT · TW | Low | Expired | Approved | Open |
Elmarie du Plessis Individual | Nadia van der Merwe | CPT · TI | Medium | Verified | Approved | Open |
Christo Marais Individual | Karien Venter | JHB · TW | Medium | Expiring | Approved | Open |
Lize van der Merwe Individual | Werner Coetzee | CPT · TI | Low | Verified | Approved | Open |
Johan Engelbrecht Engelbrecht Household | Marlene Pretorius | JHB · TI | Low | Expiring | Approved | Open |
Lize Visser Individual | Werner Coetzee | CPT · TI | High | Expiring | Approved | Open |
Riaan Venter Venter Household | Karien Venter | JHB · TD | Medium | Verified | Approved | Open |
Elize Marais Marais Household | Werner Coetzee | CPT · TI | Low | Verified | Approved | Open |
Karien Lombard Individual | Johan Botha | CPT · TW | High | Verified | Approved | Open |
Elmarie Coetzee Coetzee Household | Werner Coetzee | CPT · TI | Medium | Verified | Approved | Open |
Charmaine Fourie Fourie Household | Marlene Pretorius | JHB · TD | Medium | Verified | Approved | Open |
Yolandi du Plessis Individual | Marlene Pretorius | JHB · TI | High | Missing | Approved | Open |
Nadia Marais Individual | Chanelle Fourie | JHB · TD | Low | Verified | Approved | Open |
Ilse Kruger Individual | Werner Coetzee | CPT · TI | High | Verified | Approved | Open |
Marius Steyn Individual | Werner Coetzee | CPT · TI | High | Missing | Approved | Open |
Hendrik Visser Individual | Marlene Pretorius | JHB · TI | High | Verified | Approved | Open |
Lize Roux Roux Household | Chanelle Fourie | JHB · TD | Medium | Expiring | Rejected | Open |
Tertius Pretorius Pretorius Household | Chanelle Fourie | JHB · TD | Critical | Verified | Approved | Open |