Table of Contents s8

Section Content Page

Section 1 Learner Details 3

Section 2 Learnership Details 5

Section 3 Parent / Guardian Details 8

Section 4 Lead Employer Details 10

Section 5 Lead Training Provider Details 13

Section 6 Terms and Conditions of Employment 15

Section 7 Rights and Duties of the Parties 16

Section 8 Annexures 21

LA 1 Insurance Sector / Department of Labour 22

Occupational Categories

LA 2 Department of Labour Occupation Levels 25

LA 3 Insurance Sector Indicator Codes (SIC) 25

LA 4 Seta Identification Codes 26

LA 5 Secondary Employer Site Details 27

LA 6 Secondary Training Provider Details 29

LA 7 Learner Achievement Plan Template 31

Lead Training Provider SDL Number:

Lead Employer SDL Number:

Section 1

1. LEARNER DETAILS

1.1 Title (Mr / Ms / Mrs / Dr / Prof / Other):

1.2 Name/s and Surname in full:

1.3 RSA Identity number / Passport number:

1.4 Date of birth[1]:

1.5 Gender:

Male Female

1.6 Race as per the Employment Equity Act 55 of 1998:

African Indian

Coloured White

1.7 Nationality:

1.7.1 What language(s) do you speak at home:

1.8 Citizen Residential Status[2]:

(Specify and attach documents indicating your status, for example:

Permanent residence, study permit, etc.)

SA Citizen Permanent Resident

Study Permit Work Permit

1.9 Were you employed by your employer before concluding this

Agreement:

Yes No

If yes, how many years have you been in occupation?

1.10 Do you have a disability, as contemplated by the Employment Equity

Act 55 of 1998[3]:

Yes Specify:

1.11 Commencement date of Learnership agreement:

1.12 Termination (End) date of Learnership agreement:

1.13 Learner Contact Details

Tel. Number (h)

Tel Number (w)

Mobile number

Fax number

E-mail address

1.14 Postal address

Code:

1.15 Region (Province)

1.16 Highest level of education attained and title of highest qualification

where applicable (e.g. Standard 7/Grade 9, ABET Level 3, Diploma, Degree, etc.). Please attach certified proof AS WELL as a certified copy of your Matric / Grade 12 certificate.

1.17 Have you previously undertaken a learnership registered on the NQF:

Yes (specify title and code):

Section 2

2. LEARNERSHIP DETAILS

2.1 Name of Learnership:

2.2 Department of Labour registration number of Learnership:

2.3 Please tick the relevant National Standards Body (NSB):

NSB Organising Fields of Learning

01 Agriculture and Nature Conservation

02 Culture and Arts

03 Business, Commerce and Management Studies

04 Communication Studies and Language

05 Education, Training and Development

06 Manufacturing, Engineering and Technology

07 Human and Social Studies

08 Law, Military Science and Security

09 Health Science and Social Services

10 Physical, Mathematical, Computer and Life Sciences

11 Services

12 Physical Planning and Construction

2.4 Please state National Standards Body sub-field:

e.g. Finance, Economics and Accounting

2.5 List of Unit Standards for this Learnership

Please refer to the appropriate Qualification for this Learnership and indicate chosen unit standards. Please supply unit standard title, credit value and SAQA code.

Name of Qualification:

FUNDAMENTAL LEARNING

Communication:
Unit Standard Title / Credit Value / SAQA Code / Name of provider that will offer this Unit Standard
Mathematics:
Unit Standard Title / Credit Value / SAQA Code / Name of provider that will offer this Unit Standard
Other e.g. Financial Literacy:
Unit Standard Title / Credit Value / SAQA Code / Name of provider that will offer this Unit Standard
CORE LEARNING
Unit Standard Title / Credit Value / SAQA Code / Name of provider that will offer this Unit Standard
ELECTIVE UNIT STANDARDS
Unit Standard Title / Credit Value / SAQA Code / Name of provider that will offer this Unit Standard

Section 3

3. PARENT OR GUARDIAN DETAILS

(To be completed if leaner is a minor[4])

3.1 Name/s and Surname in full:

3.2 Title (Mr / Ms / Mrs / Dr / Prof / Other):

3.3 RSA Identity number / Passport number:

3.4 Date of birth:

3.5 Nationality:

3.6 Citizen Residential Status[5]:

(Specify and attach documents indicating your status, for example: permanent residence, study permit, etc.)

SA Citizen Permanent Resident

Study Permit Work Permit

3.7 Gender:

Male Female

3.8 Home address:

Code:

3.9 Postal address (if different from above):

Code:

3.10 Parent or Guardian Contact Details:

Parent/Guardian Alternative contact person

Tel. Number (h) Name

Tel number (w) Tel number (h)

Mobile number Tel number (w)

Fax number Mobile number

E-mail address Fax number

E-mail address

Section 4

4. LEAD EMPLOYER DETAILS

4.1 Legal name of employer:

4.2 Trading name (if different from above)

4.3 Which sub-sectors of the Insurance sector do you represent:

Short term Insurance Healthcare Benefits Administration

Life Insurance Funeral Insurance

Insurance and Pension Funding Reinsurance

Risk Management Pension Funding

Collective Investments Activities auxiliary to Financial

Intermediaries

4.4 Are you acting as Lead Employer:

Yes No

4.5 Physical address (Head Office):

Province: Code:

4.6 Postal address – Head Office (if different from 4.5):

Province: Code:

4.7 Name of contact person at Head Office:

4.8 Designation of contact person at Head Office:

4.9 Lead Employer Contact Details:

Lead Employer Alternative contact person

Tel number (w) Name

Mobile number Tel number (w)

Fax number Mobile number

E-mail address Fax number

E-mail address

4.10 Learnership Project Manager (day to day co-ordinator) Contact Details:

Project Manager:

Name

Designation

Tel. Number (w)

Mobile number

Fax number

E-mail address

4.11 Registration / reference numbers or codes:

SIC[6]

SARS – SDL number[7]

SETA[8]

Company / Close Corporation / Partnership / Sole Trader number

4.12 Company / business enterprise size[9]

Business Enterprise / Number of Permanent People Employed
Micro / 0 – 9
Small / 10 – 49
Medium / 50 – 149
Large / 150 – 999
Macro / 1000 – 4999
Mega / 5000 +

4.13 Does the learning occur at:

A single employer learning site

Multiple employer learning sites

If the learning occurs at multiple employer learning sites, information is required for each site involved[10].

4.14 Has the Lead Employer applied for a Learnership Grant:

Yes No

4.15 Learnership Grant Application Approval number allocated by INSETA:

L / G / A

Section 5

5. LEAD TRAINING PROVIDER DETAILS

5.1 Legal name of Lead Accredited Training Provider:

5.2 Trading name (if different from above):

5.3 Are you acting as Lead Accredited Training Provider:

Yes No

5.4 Are there Secondary Accredited Training Providers involved in the Learnership:

Yes[11] No

5.5 Are you an internal or external provider:

Internal External

5.6 Physical address (Head Office):

Province: Code:

5.7 Postal address (if different from 5.6):

Province: Code:

5.8 Name of contact person (Head Office):

5.9 Lead Accredited Training Provider Contact Details

Tel. Number (w)

Mobile number

Fax number

E-mail address

5.10 Registration / reference numbers or codes

SIC[12]

SETA[13]

SARS – SDL Number[14]

ETQA[15]

Company / Close Corporation / Partnership / Sole Trader number:

5.11 Date of registration as training provider[16]:

5.12 Name of ETQA where accredited:

5.13 Please indicate and attach proof of status of accreditation:

Interim

Full

Provisional

Other

5.14 Date of Provider Accreditation by ETQA:

5.15 Termination date of Provider Accreditation by ETQA:

Section 6

6. TERMS AND CONDITIONS OF EMPLOYEMENT

6.1 Are the learner’s terms of employment determined by a document of general application (e.g. section 18(3) determination, sectoral determination[17]), bargaining council agreement, collective agreement:

Yes No

If YES, specify:

Please attach a copy of the document

6.2 Attach a copy of the document reflecting the learner’s conditions of employment for learners who were not employed by the employer when the agreement was concluded as contemplated by section 18(2) of the Act (e.g. contract of employment, written particulars of employment)[18].

Section 7

7. RIGHTS AND DUTIES OF THE PARTIES

1. Rights of learners, employers and registered training providers

1.1 Learner

The learner has the right to:

1.1.1 Be educated and trained in terms of this Agreement;

1.1.2 Have access to the required resources to receive training in terms of the Learnership;

1.1.3 Have his or her performance in training assessed and have access to the assessment results;

1.1.4 Receive a certificate upon successful completion of the learning;

1.1.5 Raise grievances in writing with the SETA concerning any shortcomings in the training.

1.2 Employer

The employer has the right to require the learner to:

1.2.1 Perform duties in terms of this Agreement; and

1.2.2 Comply with the rules and regulations concerning the employer’s business concern.

1.3 Training provider

1.3.1 The registered training provider has the right of access to the learner’s books, learning material and workplace, if required.

2. Duties of learners, employers and registered training providers

2.1 Learner

The learner must:

2.1.1 Work for the employer as part of the learning process;

2.1.2 Be available for and participate in all learning and work experience required by the Learnership;

2.1.3 Comply with workplace policies and procedures;

2.1.4 Complete any timesheets or any written assessment tools supplied by the employer to record relevant workplace experience;

2.1.5 Attend all study periods and theoretical learning sessions with the training provider and undertake all learning conscientiously; and

2.1.6 Provide a written progress report as proof of achievement on a regular basis to the INSETA.

2.1.7 Allow INSETA to publish details of their learnership, including but not limited to their NQF level and the phase of their employment.

2.2 Employer

2.2.1 The employer must comply with its duties in terms of all applicable legislation including:

· Skills Development Act, and any applicable determination made in terms of section 18(3) of this Act;

· Basic Conditions of Employment Act (No. 75 of 1997);

· Labour Relations Act (No. 66 of 1995);

· Employment Equity Act (No. 55 of 1998);

· Occupational Health and Safety Act (No. 85 of 1993) or Mine Health and Safety Act (No. 27 of 1996);

· Compensation for Occupational Injuries and Diseases Act (No. 130 of 1993).

2.2.2 Provide the learner with appropriate training in the work environment to achieve the relevant outcomes required by the Learnership;

2.2.3 Provide appropriate facilities to train the learner in accordance with the workplace component of learning;

2.2.4 Provide the learner with adequate supervision at work;

2.2.5 Release the learner during normal working hours to attend off-the-job education and training required by the Learnership;

2.2.6 Pay the learner the agreed learning allowance both while the learner is working for the employer and while the learner is attending approved off-the-job training;

2.2.7 Conduct on-the-job assessment, or cause it to be conducted;

2.2.8 Keep up to date records of learning and periodically discuss progress with the learner;

2.2.9 Provide a written progress report as proof of achievement, on a regular basis, to the INSETA.

2.2.10 If the learner was not in the employment of the employer at the time of concluding this Agreement, advise the learner of –

(a) The terms and conditions of his or her employment, including the learning allowance; and

(b) Workplace policies and procedures.

2.2.11 Apply the same disciplinary, grievance and dispute resolution procedures to the learner as to other employees.

2.3 Training provider

The training provider must:

2.3.1 Provide education and training in terms of the Learnership;

2.3.2 Provide the learner support as required by the Learnership;

2.3.3 Record, monitor and retain details of training provided to the learner in terms of the Learnership;

2.3.4 Conduct off-the-job assessment in terms of the Learnership, or cause it to be conducted; and

2.3.5 Provide reports to the employer on the learner’s performance.

3. Termination of Agreement

This Learnership agreement terminates;

3.1 On the termination date stipulated in Section 1 of this Agreement; or

3.2 On an earlier date if:

3.2.1 The learner successfully completes the Learnership;

3.2.2 The learner is fairly dismissed by the employer for a reason related to the learner’s conduct or capacity as an employee;

3.2.3 The employer and learner agree to terminate the Agreement; or

3.2.4 The INSETA approves a written application to terminate the Agreement by the learner or, if good cause is shown, by the employer.

4. Disputes

If there is a dispute concerning any of the following matters, it may be referred to the Commission for Conciliation, Mediation and Arbitration (CCMA):

4.1 The interpretation or application of any provision of this Agreement, the learner’s contract of employment or a sectoral determination made in terms of section 18(3) of the Skills Development Act; 1998 (Act no. 97 of 1998).

4.2 Chapter 4 of the Skills Development Act; 1998 (Act no. 97 of 1998).

4.3 The termination of this Agreement or the learner’s contract of employment.

5. Declaration of Parties

· We understand that this agreement is legally binding. We understand that it is an offence in terms of the Skills Development Act of 1998 to provide false or misleading information in this Agreement.

· It is expressly understood that the relationship between the Learner(s) / Employer(s) / Training Provider(s) / parent or Guardian in no way constitutes an employment relationship with the INSETA.

· We agree to the rights and duties contained in this document.

· These rights and duties are not transferable.

Learner’s Name / Parent or Guardian’s Name
Learner’s signature / Parent or Guardian’s signature
(Only if the learner is a minor)
Date / Date
Witness Name / Witness Name
Witness signature / Witness signature
Date / Date

Declaration of Parties (cont.)

· It is expressly understood that the relationship between the Learner(s) / Employers / Training Providers / Parents or Guardians in no way constitutes employment relationship with the INSETA.

· We agree to the rights and duties contained in this document.

· These rights are not transferable.

Name of Representative of Lead Employer / Name of Representative of Lead Accredited Training Provider
Signature of Representative of Lead Employer / Signature of Representative of Lead Accredited Training Provider
Date / Date
Witness Name / Witness Name
Witness signature / Witness signature
Date / Date
Official Company Stamp / Official Company Stamp

Section 8