Elements and Performance Criteria
- Establish administrative actions needed to implement financial plan
- Financial plan is checked to verify that implementation actions are within the planner's skills, knowledge and authority
- Implementation actions are established which are consistent with client needs and specifications and prioritised with timings for each action established to maximise advantage to the client
- Implementation diaries and other appropriate records are established
- Undertake required actions for implementation of financial plan
- Implementation instructions are issued to internal and external personnel as per plan requirements
- Checks and follow up actions are made on lodgement of documentation to ensure plan timings are met
- Fees and charges are obtained and processed according to organisation and legislative requirements and codes of practice
- Implementation actions are completed an documented
- Establish administrative actions needed to review financial plan
- Standard operating procedures are established for reviewing ongoing performance of the plan
- The quality of ongoing service meets organisation and regulatory requirements with any special arrangements agreed to with the client
- Review instructions are issued to internal and external personnel as per plan requirements
- Arrangements are made for checks and follow-up on lodgement of documentation to ensure plan timings are met
- Fees and charges are obtained and processed according to organisation and legislative requirements