Elements and Performance Criteria
- Discuss and confirm arrangements for ongoing service
- Identify ongoing service options for client and recommend appropriate options
- Propose ongoing standard of service for client, including quality parameters, reporting frequency and arrangements for reviews and client initiated changes
- Explain and confirm fees and charges for ongoing service to client
- Develop agreement for ongoing service when agreement is reached
- Establish procedures for providing ongoing service
- Identify and brief personnel to implement each action in ongoing service arrangements
- Identify and follow internal and external documentation requirements
- Diarise key revision dates and establish client contact arrangements
- Establish monitoring procedures for critical timings and priorities, and periodically review client objectives
- Undertake and/or supervise review of financial plan
- Establish arrangements for reviewing ongoing relevance and performance of financial plan
- Review quality of ongoing service provided by authorised representative to ensure organisational and regulatory requirements are met
- Issue instructions to internal and external personnel as per plan requirements, including checks and follow ups made on lodgement of documentation to ensure plan timings are met
- Ensure fees and charges are obtained by authorised representative and processed according to organisational and legislative requirements
- Establish clear arrangements for clients to contact representatives at any time with concerns or queries