The important thing to remember when gathering evidence is that the more evidence the better - that is, the more evidence you gather to demonstrate your skills, the more confident an assessor can be that you have learned the skills not just at one point in time, but are continuing to apply and develop those skills (as opposed to just learning for the test!). Furthermore, one piece of evidence that you collect will not usualy demonstrate all the required criteria for a unit of competency, whereas multiple overlapping pieces of evidence will usually do the trick!
From the Wiki University
What evidence can you provide to prove your understanding of each of the following citeria?
Establish trust file
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Preliminary reading of the trust establishment document is conducted to identify complex issues or needs, parameters and instructions Completed |
Evidence:
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Trust file is created according legal, statutory and organisational requirements Completed |
Evidence:
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Administer the trust appropriately
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Assets are held at appropriate locations meeting all statutory and legal requirements Completed |
Evidence:
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Appropriate tools are established and prepared to manage the trust with needs of beneficiaries for both income and capital reviewed Completed |
Evidence:
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Applications by beneficiaries for advance of capital or income are responded to in a manner most appropriate to all parties concerned Completed |
Evidence:
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Trust assets are invested appropriately and investment obligations of the trustee are satisfied with assets and funds distributed appropriately Completed |
Evidence:
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Customer service strategies that assess and respond to customers' needs are used to ensure maximum customer satisfaction and conflict resolution skills are used to recognise and defuse potential conflict Completed |
Evidence:
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Evaluate and review trust performance
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Trust performance is reviewed periodically to ensure its relevance and appropriateness to client needs Completed |
Evidence:
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Trust performance is reported to appropriate persons and clients are advised if changes to the trust are appropriate Completed |
Evidence:
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Ongoing management of the trust is provided and additional considerations dealt with in a timely and professional manner Completed |
Evidence:
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If required, private companies are directed, managed or wound up and appropriate taxation effective strategies are put in place Completed |
Evidence:
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