Chattel leases native title rights heritage issues

 
• Chattel leases.
 
• Native title rights.
 
• Heritage issues.
 
• Contaminated sites or properties near noxious industries.
 
Did the Student provide evidence of their ability to explain the complex nature of
the following:
• The implications of borrowing against leased premises.
 
• Multiple securities of differing kinds.
 
Elizabeth Arche

FNSFMB504 Implement complex loan structures
Assessment Guide
Copyright © Mentor Education Pty Ltd
RTO 21683
11
• Rural land.
 
• Specialised securities (such as hotels).
 
Did the Student provide evidence of their ability to explain the following forms
of security that are to be taken for complex loan structures:
• The assignment of rental income to the lender.
 
• Joint and several personal or related company guarantees.
 
• Multiple mortgages.
 
• Registered company charges.
 
• Second mortgages.
 
• The involvement of unit or family trusts as either
borrowers or guarantors.
 
Feedback to Student:
Result

Satisfactory

Not
Yet Satisfactory
Assessor’s Signature: Date:

FNSFMB504 Implement complex loan structures
Assessment Guide
Copyright © Mentor Education Pty Ltd
RTO 21683
13
3. lear ly ex p la in t he i mp l e m en t at ion act ion s r eq u ir e d b y t he clien t , an d ob t a i n w r it en
ag rem en t fr o m t he clien t t o p r oc ed w it h t he a ct io n s an d est ab l is h t he imp le men t at ion
r ecor d s. r ov id e a cop y of t he w r it en ag r e men t .
4. Imp le men t t h e act ion s, u s in g t im in g an d p r ior it y t o max i mi se t he ad v an t ag e f or t he
cli en t .
e r for m t he f olow in g st e p s t o est ab li sh t h e a p r op r iat e p r o ced ur e s for imp l emen t at ion
5. Id en t ify t h e r elev an t p er s o n el, an d b r ief t he m on t he i mp le men t at ion of e ac h act ion for
loan st r u ct ur e, an d on t he comp let i on of al in t er n al an d ex t er n al d oc um en t at ion
r eq uir em en t s. r ov id e a w r it en out l in e of t he in f o r mat ion p r ov id ed t o r el ev an t
p er so n el .
6. fe ct iv ely cor d in at e t he imp l em en t at i on act ion s t hat d ep en d on or in v olv e act i on s b y
ot her p r o fe s ion al s. ut l i n e an y p r ofe si on als in v ol v ed in t he p r o ce s.
7. st ab l is h t he mon it or in g p r oced ur e s t hat w il b e u s ed for m on it o r in g t he cr it i cal
imp l em en t at i on t im in g an d p r ior it ie s. ut lin e t h e m on it or in g met h od s us ed i n t he
p r oce s.
o mp let e t h e fol ow in g st ep s t o un d e r t a e an d o r s up er v i se i mp le men t at ion
8. r ief t h e cl ien t on t he a ct i on s t hat ar e t o b e un d er t a en , an d , w her e n ed ed , p r ov id e
as i st an c e.