<p>SECTION: 5</p><p>Coaching Action Plan</p><p>TABLE OF CONTENTS</p><p>Content Page</p><p>Section 5 Coaching Action Plan 26</p><p>5.1 Overview of Securities 28 </p><p>The Impact of Contractual Capacity on Securities 30 </p><p>General Requirements on Security Forms 32</p><p>Common Mistakes and Consequences Relating to 34 Securities </p><p>27 Version: 02/2004 IB CP 8 CG 5. Coaching Action Plan</p><p>5.1 Overview of securities</p><p>DATE FOR COACHING DATE FOR NEXT OR NAME OF LEARNER SESSION FOLLOW UP SESSION</p><p>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)</p><p>Explain the concept Define Securities “Securities” </p><p>Define the different types of Identify and explain the Securities types of Securities</p><p>Establish current 1. Comprehend the function of Explain the function of competence Have an overview of Securities Securities Securities </p><p>Distinguish between Explain the difference acceptable and non- between acceptable and acceptable Securities non-acceptable Securities </p><p>Comprehend the legal Explain the legal terms terms relating to Securities relating to Securities </p><p>Note: Include additional evidence statements if required.</p><p>28 Version: 02/2004 IB CP 8 CG 5. Coaching Action Plan</p><p>Phase in the Coaching Process: Action Plan</p><p>Agree Learning 2. Objectives</p><p>Create the hands-on 3. opportunity</p><p>4. Feedback</p><p>5. Recap and summary</p><p>29 Version: 02/2004 IB CP 8 CG 5. Coaching Action Plan</p><p>5.2 The impact of contractual capacity on securities</p><p>DATE FOR COACHING DATE FOR NEXT OR NAME OF LEARNER SESSION FOLLOW UP SESSION</p><p>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)</p><p>Consider the impact of Judge the impact of contractual capacity on contractual capacity on Securities by individuals Securities by individuals </p><p>Establish current 1. Consider the impact of competence contractual capacity on Securities</p><p>Consider the impact of Judge the impact of contractual capacity by non- contractual capacity on individuals Securities by non-individuals</p><p>Note: Include additional evidence statements if required.</p><p>30 Version: 02/2004 IB CP 8 CG 5. Coaching Action Plan</p><p>Phase in the Coaching Process: Action Plan</p><p>Agree Learning 2. Objectives</p><p>Create the hands-on 3. opportunity</p><p>4. Feedback</p><p>5. Recap and summary</p><p>31 Version: 02/2004 IB CP 8 CG 5. Coaching Action Plan</p><p>5.3 General requirements on security forms </p><p>DATE FOR COACHING DATE FOR NEXT OR NAME OF LEARNER SESSION FOLLOW UP SESSION</p><p>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)</p><p>Comprehend and interpret Identify and interpret generic generic requirements on requirements on Bank Bank Security forms Security forms </p><p>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 </p><p>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 </p><p>Note: Include additional evidence statements if required.</p><p>32 Version: 02/2004 IB CP 8 CG 5. Coaching Action Plan</p><p>Phase in the Coaching Process: Action Plan</p><p>Agree Learning 2. Objectives</p><p>Create the hands-on 3. opportunity</p><p>4. Feedback</p><p>5. Recap and summary</p><p>33 Version: 02/2004 IB CP 8 CG 5. Coaching Action Plan</p><p>5.4 Common mistakes and consequences relating to securities </p><p>DATE FOR COACHING DATE FOR NEXT OR NAME OF LEARNER SESSION FOLLOW UP SESSION</p><p>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)</p><p>Identify common mistakes Identify common mistakes relating to Securities relating to Securities </p><p>Establish current 1. Recognise common competence mistakes and consequences relating to Securities</p><p>Realise the consequences Explain the consequences of of mistakes relating to mistakes relating to Securities Securities </p><p>Note: Include additional evidence statements if required.</p><p>34 Version: 02/2004 IB CP 8 CG 5. Coaching Action Plan</p><p>Phase in the Coaching Process: Action Plan</p><p>Agree Learning 2. Objectives</p><p>Create the hands-on 3. opportunity</p><p>4. Feedback</p><p>5. Recap and summary</p><p>35 Version: 02/2004 IB CP 8 CG 5. Coaching Action Plan</p><p>Annexure A</p><p>Crossword Activity – Model Answers</p><p>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</p><p>Annexure B</p><p>Model Answers</p><p>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</p><p>Question 2. Number Answer 2.1 (a), (b), (c) 2.2 (a) 2.3 (a) 5. Coaching Action Plan</p><p>Annexure C</p><p>Consequences relating to mistakes</p><p>Name/s:</p><p>Branch: Date:</p><p>Description of mistake Consequences</p>