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?
Define nature of the document
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The legal nature of the document is defined Completed |
Evidence:
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The function and significance of the document in the conveyancing transaction is identified Completed |
Evidence:
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Identify relevant legal principles
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Statutory and general law principles governing the document and its function in the conveyancing transaction are identified Completed |
Evidence:
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Rules governing construction and interpretation of contracts and other legal documents are identified Completed |
Evidence:
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Rules for use of precedents, standard form contracts, and statutory forms are identified Completed |
Evidence:
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Appropriate legal research is carried out, as required Completed |
Evidence:
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Identify interests of client
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Legal interests of the client in relation to the subject matter of the document are identified Completed |
Evidence:
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Terms essential to protect the client's interests are identified Completed |
Evidence:
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Non-legal interests and other needs of the client in relation to the subject matter of the document are identified Completed |
Evidence:
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Check document for accuracy
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Parties, property, information and factual details are checked for accuracy and relevance Completed |
Evidence:
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Annexures to the document are checked for accuracy and relevance Completed |
Evidence:
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Where the document or an annexure is required to comply with a procedural or formal requirement, the document or annexure is checked for compliance Completed |
Evidence:
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Where the document or an annexure comprises a statutory or prescribed form, it is checked for compliance with statutory and practice requirements Completed |
Evidence:
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Information to be obtained from or provided to third parties or other professionals in relation to the document is identified Completed |
Evidence:
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Examine document
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Applying relevant legal principles, the terms of the document are examined closely Completed |
Evidence:
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Key terms are interpreted and analysed Completed |
Evidence:
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Rights, responsibilities and liabilities of all parties, expressed or implied in the document, are identified and assessed Completed |
Evidence:
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Any lack of conformity with client's initial instructions is identified Completed |
Evidence:
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Any gaps, lack of certainty or ambiguity in language is identified Completed |
Evidence:
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Any non-compliance with legal principles within the document is identified Completed |
Evidence:
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Evaluate issues
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Legal issues and risks to the client arising from the document are identified Completed |
Evidence:
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Non-legal issues and risks to the client are identified Completed |
Evidence:
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Extent to which the document does or does not protect the interests of the client is identified Completed |
Evidence:
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Key terms or points for negotiation with third parties or other professionals are identified Completed |
Evidence:
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Advise client
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Rights, responsibilities and liabilities of all parties are summarised and clearly communicated to the client Completed |
Evidence:
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Client's specific rights, responsibilities and liabilities are stressed and clarified for the client Completed |
Evidence:
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Legal issues and risks arising from the document are summarised and clearly communicated to the client Completed |
Evidence:
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Non-legal issues and risks arising from the document are summarised and clearly communicated to the client Completed |
Evidence:
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Clarify instructions
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Where it is considered the document does not adequately protect the interests of the client, or meet the client's other needs, alternative courses of action are determined and discussed with the client Completed |
Evidence:
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Legal and non-legal consequences for each alternative are summarised and clearly communicated to the client Completed |
Evidence:
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Client is assisted in selecting a course of action Completed |
Evidence:
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Attending to signing the document
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Statutory and other rules governing signing and witnessing of documents, including deeds, are identified Completed |
Evidence:
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Relevant rules governing signing and witnessing of documents are applied in the execution of the document by the client Completed |
Evidence:
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Document advice
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A file note recording the substance and details of the advice given to the client and the instructions received, is prepared Completed |
Evidence:
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Correspondence confirming the advice given in relation to the document, and instructions received is despatched to client Completed |
Evidence:
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Where the document is not signed in the conveyancer's office, clear and concise instructions on signing and witnessing document is included in correspondence dispatched to client Completed |
Evidence:
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