hnd个人及商业信贷.doc

SAMPLE INSTRUMENT OF ASSESSMENT
CASE STUDY
This Case Study should be provided to candidates 7-10 days prior to the assessment date. A copy of the Case Study should be provided to each candidate on the date of the assessment along with the questions.
All questions must be answered.
You are the manager of the West End branch of the Bell Bank plc.
Your branch has been asked to train Michael Samuels, a new Graduate Management Trainee. Michael has a degree in Architecture from Glasgow University but has decided that a career in financial services would be more challenging.
Michael has now been with you for two weeks and has shown a keen willingness to learn. You have encouraged this willingness to learn by allowing him to sit in during some of your interviews with your customers. You have suggested that Michael take notes during each interview and then use these notes to ask you questions relating to each of the interviews.
Michael has sat through four interviews. Some of the material facts relating to each interview are provided below.
Interview 1
John and Mary McCusker have been customers of your branch for 18 years. You have got to know the McCuskers quite well during your three-year stay at the West End branch.
John earns £35,000 per year from his job as a Quantity Surveyor and Mary earns £21,000 per year from her job as a Nurse. The McCuskers have three children aged