Elements and Performance Criteria

The range statement relates to the unit of competency as a whole. It allows for different work environments and situations that may affect performance. Bold italicised wording, if used in the performance criteria, is detailed below. Essential operating conditions that may be present with training and assessment (depending on the work situation, needs of the candidate, accessibility of the item, and local industry and regional contexts) may also be included.


professional code of conduct in the personal trustee industry including ethics, integrity, professional and confidentiality

timelines


dates for regular payments, such as:
insurance
inspection dates
beneficiaries ' vesting dates


the nature of the Trust (minor beneficiaries, life tenancy)

recording of ages

The evidence guide provides advice on assessment and must be read in conjunction with the performance criteria, required skills and knowledge, range statement and the Assessment Guidelines for the Training Package.
Overview of assessment

To achieve competency in this unit, a person must be able to demonstrate:

relevant tasks associated with assisting clients in administering non-complex Trusts, as outlined in the Range Statement
customer services strategies
ability to prepare and interpret simple financial statements and perform simple financial calculations
basic level investigation skills such as genealogical research skills

Evidence required for demonstration of consistent performance:
Competence in this unit must be assessed over a period of time in order to ensure consistency of performance over the Range Statement and contexts applicable to the work environment.

Delivery/assessment relationship to other units:
This unit may be assessed on its own or it may be assessed with other units that cover related skills and knowledge.
Evidence is most relevant when provided through an integrated activity which combines the elements of competency for the unit, or a cluster of units of competency.

Method of assessment:
For valid and reliable assessment of this unit, evidence should be gathered through a range of methods to indicate consistent performance.
Assessment of this unit will usually include observation of processes and procedures, oral and/or written questioning on underpinning knowledge and skills and other methods as required.

Context of assessment:
This unit may be assessed in the workplace or a simulated environment.

Resources required for assessment:
Assessment of this unit of competence requires access to appropriate technology and software.