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Elements and Performance Criteria

1. Determine and document member investment instructions
   • Accurately and promptly document all member investment instructions, whether via authorised form or verbal authority
   • Clarify instructions with members when necessary and check they are in accordance with trust deed
2. Implement member instructions
   • Implement instructions without amendment or interpretation according to company procedures
   • Fulfil requirements according to company procedures and within required timeframes
   • Accurately maintain all investment documentation according to company procedures
3. Confirm investment arrangements with member
   • Confirm and document member investment instructions
   • Prepare regular reports on investments in accordance with instructions and relevant legislative requirements
   • Communicate change or amendment of member instructions according to organisational procedures

Performance Evidence

Evidence of the ability to:

determine and document member instructions

implement member instructions

confirm investment arrangements with member

prepare relevant reports and documentation.

Note: If a specific volume or frequency is not stated, then evidence must be provided at least once.

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Knowledge Evidence

To complete the unit requirements safely and effectively, the individual must:

explain how to source information about product terms and conditions

describe the key features of company policy, procedures, guidelines and authorities

outline the key features of superannuation fund structures

describe the key features of legislative requirements

explain a range of investment and finance terminology

outline the key features of computerised superannuation systems and procedures.

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