Professional Documents
Culture Documents
Competencies assessed:
FNSINC401 Apply principles of professional practice to work in the financial services
industry
BSBWHS201 Contribute to health and safety of self and others
BSBWOR204 Use business technology
FNSCUS402 Resolve disputes
FNSFMK402 Develop and maintain knowledge of financial markets products
FNSORG401 Conduct individual work within a compliance framework
FNSSUP301 Process superannuation fund payments
FNSSUP303 Process superannuation contributions
FNSCUS403 Deliver a professional service to customers
BSBCUS402 Address customer needs
BSBCUS403 Implement customer service standards
FNSSUP305 Implement member investment instructions
BSBCUE309 Develop product and service knowledge for customer engagement
operation
Name [name]
Email [email]
Company Link
Results
First submission Second submission
List two pieces of legislation and explain how they impact your role.
Question 2
(a) Explain the three requirements for eligibility to be paid a Total and
Permanent Disability benefit.
(b) Who has ultimate responsibility for deciding whether a member is eligible
to be paid a benefit?
Question 4
Question 5
Question 6
(a) In order to give awesome service, you need work with other teams at Link.
What other teams do you deal with when providing customer service?
Question 7
List two ways that Link receives information about customer satisfaction.
Note: The answer box above expands automatically.
Question 8
Explain how you manage your time and resources in order to meet your Key
Performance Indicators (KPIs) for your role.
Question 9
(a) Thinking about the funds Link administers, choose one product and list its
main features. You may wish to create a table to store your results.
(b) Now choose a similar product from another fund. Use your research skills
to list the features of this fund.
(c) Now compare these features with the features listed in Part (a).
(d) What resources did you use to find the information about these two funds?
Jessica has just started a new job and she has become a member of one of the
funds you look after.
SG
Sgc voucher
Salary sacrifice
Government co contributions
Member voluntary
Question 11
So the member has confirmed the funds have been received into the fund the
was indicated at time of request
Note: The answer box above expands automatically.
Question 12
3 business days
Note: The answer box above expands automatically.
Question 13
What checklists or other procedures are available to help Link staff ensure work
is completed accurately?
Question 14
Question 15
(a) What are the two ways a member of a fund administered by Link group
can request an investment switch?
(b) How does a member know when their switch has been processed and
applied?
(c) What are two places where a member can find reports and information
about investment returns?
Q
The investment of a of the fund
Note: The answer box above expands automatically.
- END OF ASSIGNMENT -