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Get the free Outside Interest Supplement - M. BURR KEIM AGENCY

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... committee assignments in any entity above not already disclosed?............... Yes No. If yes, please describe: LPL-6013 Ed. 11-08 Printed in U.S.A. Page 1 of 3 ...
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How to fill out the outside interest supplement:

01
Begin by carefully reading through the instructions and guidelines provided with the outside interest supplement form. It is important to understand the purpose and requirements of this document.
02
Gather all the necessary information and documents that will be needed to complete the outside interest supplement. This may include details about any outside interests, financial holdings, and any potential conflicts of interest.
03
Provide accurate and complete information regarding any outside interests or financial holdings that are required to be disclosed. This may include investments, partnerships, ownership in businesses, or any other sources of income outside of your primary profession.
04
Be sure to disclose any potential conflicts of interest that could arise from your outside interests. This could include situations where your personal interests may conflict with your professional responsibilities or duties.
05
Double-check all the information you have provided in the outside interest supplement for accuracy and completeness. It is crucial to ensure that all the details are correct as this document may have legal implications.
06
Sign and date the completed outside interest supplement form as required. This confirms that the information provided is true and accurate to the best of your knowledge.
07
Keep a copy of the filled-out outside interest supplement for your records. It is recommended to retain this document for future reference or if any questions or issues arise regarding your outside interests.

Who needs the outside interest supplement:

01
Individuals who hold positions or responsibilities that require them to disclose any outside interests or potential conflicts of interest often need to complete the outside interest supplement. This can include public officials, government employees, board members, executives, and individuals involved in research or academia.
02
Professionals working in fields such as finance, law, healthcare, or any other industry where conflicts of interest may arise may also be required to fill out this supplement.
03
Organizations or institutions that have specific policies or regulations in place regarding outside interests and conflicts of interest may require their employees or stakeholders to complete the outside interest supplement. This ensures transparency and compliance with ethical and legal standards.
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