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COC - Coggle Diagram

- - - - IR320
      - IRD
    - - Accident compensation corporation (ACC)
- - - - PLIA
        
        work under supevision
        
        Inform client about being supervisored
        
        seek advice
      - LLIA
        
        work under a prescribed area
    - - seek to increase knowledge and skilss (HOW)
      - improve self capabilities/meet CPD obligation (WHY)
  - - - CE requirements
      - evidence of being licenced
      - Complaint procedure
      - written agreement
      - Initial consultation
    - - client servces
        
        set boundries
        
        在规定服务内容中活动
        
        be professional
        
        keep updating
        
        charge appropriatly
        
        obtain feedback
      - manange expectations
        
        合同里注明服务内容
        
        不提供虚假immg信息
        
        沟通方式
      - professional planning
      - Initial Consultations
        
        gather info
        
        eligibity assessment(cl26aiii)
      - Confidentiality
    - - type of FM
      - CL26
      - importantce of FM
        
        LIA: 不增加额外支出，更好执行客户案子
        
        Client: 方便找其他人代理；了解自己案子进度
        
        IAA: inspetion or renewl requirement
        了解LIA是否符合要求
      - Hw to FM
        
        8项关键信息缺一不可P101
        
        保存7年以上
      - FILE Note
    - - CL14: LIA evidence
      - cl15: ICP procedure
      - CL 16: Initial consultation
        
        set the scene, direction for the prof engagmenet
      - CL17: code and complaint doc
      - cl18-19: WA
  - - - the client understands exactly what your service entails
    - - under promise/over-deliver
    - - not specify LIA identification as party providing service
      - not specify the services for the client
      - not specify about fee or gst
      - no tailored disbursements information
      - not reasonable fee
      - illegally withhold any documents
      - confidentiality issue
      - how to terminate the service
  - - - a reasonable return for service, skills and knowledge
      - 影响收费因素(p53)
        
        complicitity of case
        
        degree of emergency
        
        type visa category
        
        level of LIA experience, caseworkload
        
        average market price
        
        time required on the case
        
        applicant desire for high personal service
    - - fixed rate for well defined work scope case
      - hourly rate for special, preliminary oor ancillary work
      - avoid unneccessarily increase fees (cl20B)
      - 额外收费必须获得申请人书面同意（cl20c）
      - disbrusements (cl21)
        
        第三方收费
        
        如有变化也需要书面同意
    - - 只要合同规定的工作完成之后才发变成payable
      - advance payment cannt be invoiced
    - - why we need that
        
        LIA：方便管理，规避客户欠钱，有利于塑造信任连接。同时保护自己隐私
        
        行业：规范行业操作，避免职务受贿情况
        
        Client: 更放心付钱，随时了解自己支付的钱的情况
        
        弊端：LIA要耗费精力maintain；客户会不comfortable
      - bao
        
        diffent type of funds
        
        mixed funds (incl disbursment)
        
        client funds (exclude disbursement)
        
        practice funds
      - practicalities
      - record keeping
        
        client ledger: date, description, reference, invoice, credit and debit
- - - - Negligence
      - Incompetence
      - Incapacity
      - Dishonest and misleading behavior
      - A breach of COC