Written Assignment
Complex Lending and Broking (DFMB2_AS_v1)
Student identification(student to complete)
Please complete the fields shaded grey.
| Student number |
Written Assignment result (assessor to complete)
| Result — first submission | Not yet demonstrated |
| Parts that must be resubmitted | |
| Task 1 & Task 3 | |
| Result — resubmission (if applicable) | Not applicable |
Result summary (assessor to complete)
| First submission | Resubmission (if required) | |
| Task 1 | Not yet demonstrated | Not applicable |
| Task 2 | Demonstrated | Not applicable |
| Task 3 | Not yet demonstrated | Not applicable |
| Task 4 | Demonstrated | Not applicable |
| Task 5 | Demonstrated | Not applicable |
Feedback(assessor to complete)
A good overall effort in addressing all tasks. Please refer to feedback given at each task and refer to your topic notes and case study prior to attempting your resubmission attempt. All the very best. (Please keep your original answers and complete your re-submission answers in a different colour.)
Before you begin
Read everything in this document before you start your written assignment for the Complex Lending and Broking (DFMB2) subject.
About this document
This document is the written assignment and includes the following:
• Instructions for completing and submitting this written assignment
• Section 1: Case Study 1 – Ray Murdoch and Steve Brown – Commercial Equipment Finance
– Task 1 – Identify the clients’ complex broking needs
– Task 2 – Develop complex broking options
– Task 3 – Implement complex loan structures
– Task 4 – Detailing analysis findings
• Section 2: Case Study 2 – Bill Smith and John Jones – Commercial Premises Finance
– Task 1 – Identify the clients’ complex broking needs
– Task 2 – Prepare complex broking options
– Task 3 – Implement complex loan structures
– Task 4 – Detailing analysis findings
• Section 3: Case Study 3 – Rahn and Deepa Singh – Property Development Finance
– Task 1 – Identify the clients’ complex broking needs
– Task 2 – Prepare complex broking options
– Task 3 – Implement complex loan structures
– Task 4 – Detailing analysis findings
• Section 4: Short answer questions
– Task 1 – Complex collateral (specialised security)
– Task 2 – Complex loan structures
– Task 3 – Legislation and codes of practice
• Section 5: Ethical Decision-making Frameworks and Principals
– Task 1 – Frame the ethical question applicable to the situation
– Task 2 – Determine ethical response to the situation
– Task 3 – Develop implementation plan and carry out ethical response to the situation
– Task 4 – Evaluate the outcomes of the ethical response
Get expert help for Complex Lending and Broking and many more. 24X7 help, plag free solution. Order online now!
