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?
Confirm trustee instructions
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Trustee instructions are checked to ensure that they are in accordance with trust deeds and legislative requirements Completed |
Evidence:
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Reports are provided to trustee on appropriate steps to be taken to change the structure of the fund Completed |
Evidence:
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Agreed timeframes for structural changes to occur are established Completed |
Evidence:
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Transitional specialist advice to support structural change is obtained if required Completed |
Evidence:
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Business sales agreement between employers is reviewed where relevant Completed |
Evidence:
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Trustee instructions being in accordance with trust deed requirements is confirmed Completed |
Evidence:
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Verify outstanding transactions
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Outstanding transactions according to trust deed requirements are identified Completed |
Evidence:
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Processing of all outstanding transactions in accordance with agreed timeframes is confirmed Completed |
Evidence:
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External parties are communicated with to ensure transactions are processed and actioned within agreed timeframes Completed |
Evidence:
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Manage distribution of information to appropriate parties
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Open communication is maintained with relevant parties Completed |
Evidence:
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Request for relevant payments, documentation and reports are made to relevant parties Completed |
Evidence:
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Reports are provided to members and received within specified timeframes Completed |
Evidence:
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Relevant documentation is completed and signed by members within agreed timeframes Completed |
Evidence:
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Communication and documentation pertaining to the notification of structural changes are provided to members in accordance with organisational and legislative requirements Completed |
Evidence:
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Manage distribution of fund assets
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Assets are collected from relevant parties before structural changes occur Completed |
Evidence:
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Communication channels are maintained between investment managers and custodians Completed |
Evidence:
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The distribution of fund assets is compliant with legislative requirements Completed |
Evidence:
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Fund assets are transferred to new funds or distributed to relevant parties Completed |
Evidence:
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Manage documentation
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Reporting requirements are completed according to statutory reporting requirements Completed |
Evidence:
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Funds are acquitted according to accounting principles Completed |
Evidence:
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Necessary documentation and records are provided to relevant parties Completed |
Evidence:
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