Action Plan Application Credit Scoring System - Cheques
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SECTION: 5
Coaching Action Plan
TABLE OF CONTENTS
Content Page
Section 5 Coaching Action Plan 26
5.1 Overview of Securities 28
The Impact of Contractual Capacity on Securities 30
General Requirements on Security Forms 32
Common Mistakes and Consequences Relating to 34 Securities
27 Version: 02/2004 IB CP 8 CG 5. Coaching Action Plan
5.1 Overview of securities
DATE FOR COACHING DATE FOR NEXT OR NAME OF LEARNER SESSION FOLLOW UP SESSION
Phase in the Coaching Process: Action Plan Evidence: How will I know that the Learning Outcome: Learning Objectives: Assessment Criteria: learner is competent (see & hear)
Explain the concept Define Securities “Securities”
Define the different types of Identify and explain the Securities types of Securities
Establish current 1. Comprehend the function of Explain the function of competence Have an overview of Securities Securities Securities
Distinguish between Explain the difference acceptable and non- between acceptable and acceptable Securities non-acceptable Securities
Comprehend the legal Explain the legal terms terms relating to Securities relating to Securities
Note: Include additional evidence statements if required.
28 Version: 02/2004 IB CP 8 CG 5. Coaching Action Plan
Phase in the Coaching Process: Action Plan
Agree Learning 2. Objectives
Create the hands-on 3. opportunity
4. Feedback
5. Recap and summary
29 Version: 02/2004 IB CP 8 CG 5. Coaching Action Plan
5.2 The impact of contractual capacity on securities
DATE FOR COACHING DATE FOR NEXT OR NAME OF LEARNER SESSION FOLLOW UP SESSION
Phase in the Coaching Process: Action Plan Evidence: How will I know that the Learning Outcome: Learning Objectives: Assessment Criteria: learner is competent (see & hear)
Consider the impact of Judge the impact of contractual capacity on contractual capacity on Securities by individuals Securities by individuals
Establish current 1. Consider the impact of competence contractual capacity on Securities
Consider the impact of Judge the impact of contractual capacity by non- contractual capacity on individuals Securities by non-individuals
Note: Include additional evidence statements if required.
30 Version: 02/2004 IB CP 8 CG 5. Coaching Action Plan
Phase in the Coaching Process: Action Plan
Agree Learning 2. Objectives
Create the hands-on 3. opportunity
4. Feedback
5. Recap and summary
31 Version: 02/2004 IB CP 8 CG 5. Coaching Action Plan
5.3 General requirements on security forms
DATE FOR COACHING DATE FOR NEXT OR NAME OF LEARNER SESSION FOLLOW UP SESSION
Phase in the Coaching Process: Action Plan Evidence: How will I know that the Learning Outcome: Learning Objectives: Assessment Criteria: learner is competent (see & hear)
Comprehend and interpret Identify and interpret generic generic requirements on requirements on Bank Bank Security forms Security forms
Comprehend and interpret Identify and interpret generic generic requirements on requirements on other legal Establish current other legal documents documents 1. Identify and interpret competence generic requirements on Security forms Know the rules and Demonstrate the rules and regulations regarding the regulations regarding the signing and dating of signing and dating of Security documentation Security documents
Know the rules and Demonstrate the rules and regulations regarding regulations regarding changes and amendments changes and amendments when dealing with Security on Security forms documentation
Note: Include additional evidence statements if required.
32 Version: 02/2004 IB CP 8 CG 5. Coaching Action Plan
Phase in the Coaching Process: Action Plan
Agree Learning 2. Objectives
Create the hands-on 3. opportunity
4. Feedback
5. Recap and summary
33 Version: 02/2004 IB CP 8 CG 5. Coaching Action Plan
5.4 Common mistakes and consequences relating to securities
DATE FOR COACHING DATE FOR NEXT OR NAME OF LEARNER SESSION FOLLOW UP SESSION
Phase in the Coaching Process: Action Plan Evidence: How will I know that the Learning Outcome: Learning Objectives: Assessment Criteria: learner is competent (see & hear)
Identify common mistakes Identify common mistakes relating to Securities relating to Securities
Establish current 1. Recognise common competence mistakes and consequences relating to Securities
Realise the consequences Explain the consequences of of mistakes relating to mistakes relating to Securities Securities
Note: Include additional evidence statements if required.
34 Version: 02/2004 IB CP 8 CG 5. Coaching Action Plan
Phase in the Coaching Process: Action Plan
Agree Learning 2. Objectives
Create the hands-on 3. opportunity
4. Feedback
5. Recap and summary
35 Version: 02/2004 IB CP 8 CG 5. Coaching Action Plan
Annexure A
Crossword Activity – Model Answers
Number Clue A contract, by which a person takes responsibility for another’s 1 performance of an undertaking. Where the owner of a tangible, moveable asset places this asset with 2 the Bank as Security for payment of debt. An independent contract not dependent upon the existence of a 3 principle debt. A right registered in the Deeds Office by the Bank over the moveable 4 property. A right registered in the Deeds Office by the Bank over the fixed 5 property. 6 A transfer of rights from one person to another. 5. Coaching Action Plan
Annexure B
Model Answers
Question 1. Number Answer 1.1 False 1.2 True 1.3 False 1.4 False 1.5 False 1.6 False 1.7 False 1.8 True 1.9 True 1.10 True 1.11 True 1.12 False 1.13 True 1.14 True 1.15 True 1.16 True 1.17 True 1.18 True 1.19 True 1.20 True 1.21 True 1.22 True 1.23 True 1.24 True
Question 2. Number Answer 2.1 (a), (b), (c) 2.2 (a) 2.3 (a) 5. Coaching Action Plan
Annexure C
Consequences relating to mistakes
Name/s:
Branch: Date:
Description of mistake Consequences