Unit of competency Outline
Date retreived
22/07/2026 4:44 PM AWST
22/07/2026 4:44 PM AWST
Whilst all efforts are made to provide accurate and timely information from the relevant source/documentation, please be aware that the information supplied may not be the most current version. The accuracy of the detail has not been confirmed by the Department and therefore should not be relied upon without first confirming the contents.
Provide ancillary services
Provide ancillary services
Unit of competency
National Code
FNSILA505A
FNSILA505A
State Code
D4222
D4222
TGA Status
Replaced
Replaced
DTWD Status
Replaced
Replaced
State Implementation and Classification
Approved Date
29/07/2014
Field of Education
081103 - Insurance And Actuarial Studies
Original Release Date
29/07/2014
Nominal Hours
60
Description
This unit describes the performance outcomes, skills and knowledge required to provide ancillary services and guidance relating to a loss situation, and options to minimise the extent of future loss, damage or injury.This unit is applicable to individuals working within enterprises and job roles subject to licensing, legislative, regulatory or certification requirements including legislation administered by the Australian Securities and Investments Commission (ASIC).
Notes
Elements and Performance Criteria
1. Provide guidance on prevention of future losses
- 1.1. Opportunities to provide guidance on loss prevention are identified while current loss situations are being assessed
- 1.2. Clients and relevant third parties are interviewed to identify potential risk and hazard indicators
- 1.3. All relevant risk information is identified and assessed to determine the integrity of its source, and whether it is comprehensive, valid, reliable and pertinent to the nature of the risk and meets client needs
- 1.4. Risk types are assessed against known exposure factors and for compliance with relevant legislation and client or organisation policy guidelines
2. Provide guidance on the application of risk management techniques where appropriate
- 2.1. Client product, service types and environment are determined so that nature of risk can be identified and appropriate techniques can be applied
- 2.2. A range of viable risk management strategies and techniques and the benefits and disadvantages of the various options are presented to the client
- 2.3. Cost-benefit analysis is carried out on the various options identified
- 2.4. Guidance is provided that is based on objective assessment of client needs and risk exposure factors
- 2.5. Guidance on risk management strategies and techniques provided to clients are documented and recorded promptly and accurately
- 2.6. Appropriateness and adequacy of current insurance cover are discussed with client
RANGE STATEMENT
The range statement relates to the unit of competency as a whole. It allows for different work environments and situations that may affect performance. Bold italicised wording, if used in the performance criteria, is detailed below. Essential operating conditions that may be present with training and assessment (depending on the work situation, needs of the candidate, accessibility of the item, and local industry and regional contexts) may also be included.
Risks may be:
casualty
consequential loss
employee benefits
injury
intangible
liability
property
tangible.
Hazard indicators may include:
organisation housekeeping and work practices
construction
degree of quality control
equipment
physical and moral environment
risk management programs
security programs
staff training.
Relevant legislation may include:
building or construction
Consumer Credit Codes
contract law
environmental
hazardous materials
Insurance Agents and Brokers Act
Insurance Contracts Act
motor vehicle
occupational health and safety (OHS)
Privacy Act
Trade Practices Act.
Client or organisation policy and guidelines may include:
Australian Institute of Chartered Loss Adjusters (AICLA) Charter of Objects and Professional Conduct
claims
clerical
codes of practice
complaints and dispute resolution procedures
information technology and administrative systems
loss
loss recovery
policies and procedures in relation to risks.
Environment may include:
moral hazards
physical hazards.
Risk management strategies and techniques may include:
acceptance of risk
avoidance
identification
monitoring
reduction
transfer.
Risk exposure factors:
will vary according to value and type of product/ service, and potential impact on the organisation and environment.
Documentation may include:
reasons for adopting/incorporating certain evidence/ information preferred over other evidence/information
reference to all evidence/information considered
the basis on which the decision was determined.
The range statement relates to the unit of competency as a whole. It allows for different work environments and situations that may affect performance. Bold italicised wording, if used in the performance criteria, is detailed below. Essential operating conditions that may be present with training and assessment (depending on the work situation, needs of the candidate, accessibility of the item, and local industry and regional contexts) may also be included.
Risks may be:
casualty
consequential loss
employee benefits
injury
intangible
liability
property
tangible.
Hazard indicators may include:
organisation housekeeping and work practices
construction
degree of quality control
equipment
physical and moral environment
risk management programs
security programs
staff training.
Relevant legislation may include:
building or construction
Consumer Credit Codes
contract law
environmental
hazardous materials
Insurance Agents and Brokers Act
Insurance Contracts Act
motor vehicle
occupational health and safety (OHS)
Privacy Act
Trade Practices Act.
Client or organisation policy and guidelines may include:
Australian Institute of Chartered Loss Adjusters (AICLA) Charter of Objects and Professional Conduct
claims
clerical
codes of practice
complaints and dispute resolution procedures
information technology and administrative systems
loss
loss recovery
policies and procedures in relation to risks.
Environment may include:
moral hazards
physical hazards.
Risk management strategies and techniques may include:
acceptance of risk
avoidance
identification
monitoring
reduction
transfer.
Risk exposure factors:
will vary according to value and type of product/ service, and potential impact on the organisation and environment.
Documentation may include:
reasons for adopting/incorporating certain evidence/ information preferred over other evidence/information
reference to all evidence/information considered
the basis on which the decision was determined.
EVIDENCE GUIDE
The Evidence Guide provides advice on assessment and must be read in conjunction with the performance criteria, required skills and knowledge, range statement and the Assessment Guidelines for the Training Package.
Overview of assessment
Critical aspects for assessment and evidence required to demonstrate competency in this unit
Evidence of the ability to:
apply loss prevention principles and practice
follow fraud detection, control and prevention principles
use arbitration and dispute resolution principles and processes applying thorough knowledge of types and categories of insurance policies and products and industry codes of practice and relevant legislation.
Context of and specific resources for assessment
Assessment must ensure:
competency is demonstrated in the context of the work environment and conditions specified in the range statement either in a relevant workplace or a closely simulated work environment
access to and the use of a range of common office equipment
access to organisation records
access to organisational policies and procedures.
Method of assessment
A range of assessment methods should be used to assess practical skills and knowledge. The following examples, in combination, are appropriate for this unit:
evaluating an integrated activity, which combines the elements of competency for the unit, or a cluster of related units of competency
observing processes and procedures in workplaces
verbal or written questioning on underpinning knowledge and skills
evaluating samples of work
accessing and validating third party reports
setting and reviewing workplace projects and business simulations or scenarios.
Guidance information for assessment
The Evidence Guide provides advice on assessment and must be read in conjunction with the performance criteria, required skills and knowledge, range statement and the Assessment Guidelines for the Training Package.
Overview of assessment
Critical aspects for assessment and evidence required to demonstrate competency in this unit
Evidence of the ability to:
apply loss prevention principles and practice
follow fraud detection, control and prevention principles
use arbitration and dispute resolution principles and processes applying thorough knowledge of types and categories of insurance policies and products and industry codes of practice and relevant legislation.
Context of and specific resources for assessment
Assessment must ensure:
competency is demonstrated in the context of the work environment and conditions specified in the range statement either in a relevant workplace or a closely simulated work environment
access to and the use of a range of common office equipment
access to organisation records
access to organisational policies and procedures.
Method of assessment
A range of assessment methods should be used to assess practical skills and knowledge. The following examples, in combination, are appropriate for this unit:
evaluating an integrated activity, which combines the elements of competency for the unit, or a cluster of related units of competency
observing processes and procedures in workplaces
verbal or written questioning on underpinning knowledge and skills
evaluating samples of work
accessing and validating third party reports
setting and reviewing workplace projects and business simulations or scenarios.
Guidance information for assessment
Replaced By
| State Code | National Code | Title | Type |
|---|---|---|---|
| AUX06 | FNSILA505 | Provide ancillary services | Unit of competency |
| State Code | National Code | Title | Type |
|---|---|---|---|
| S730 | FNS51410 | Diploma of Loss Adjusting | Qualification |