Forms compliance

Conflict of Interest Disclosure

Annual COI disclosure — outside employment, relatives, financial interests, gifts.

Built for: All

What's inside this template

Are any relatives or close personal relations employed by, or doing business with, the company or its competitors? (required)
If yes, describe

Do you or your immediate family hold a financial interest >5% in any vendor, customer, or competitor? (required)
If yes, describe

Have you received gifts or entertainment >$100 in value from any vendor, customer, or business contact in the past 12 months? (required)
If yes, describe (giver, value, date, business context)

Annual disclosure

New hire disclosure

Promotion disclosure

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