Elements and Performance Criteria
- Establish actions, timings and priorities needed to implement financial plan
- Implementation actions are established which are consistent with client needs and specifications
- Individual implementation actions including timing and priorities designed to maximise advantage to the client are established
- Implementation actions are clearly identified and written agreement to actions from the client is obtained
- Implementation diaries and other appropriate records are established and entered
- Establish procedures for implementation of financial plan
- Undertake and/or supervise implementation of financial plan actions
- Authorised representative ensures client has information on actions they must undertake and assistance is provided where needed
- Authorised representative ensures instructions are issued to internal and external personnel as per plan requirements
- Checks and follow-ups are made on lodgement of documentation to ensure plan timings are met
- Authorised representative ensures fees and charges are obtained and processed according to organisation and legislative requirements
- Client is debriefed and any concerns addressed promptly and effectively