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Last updated: March 2019ADVISOR DISCLOSURE Independent agent/broker licensed in Ontario, conflict of interest, ownership relationships disclosures and Privacy Statement and ConsentLicences & Jurisdictions
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How to fill out disclosure of a conflict
How to fill out disclosure of a conflict
01
Identify any potential conflicts of interest
02
Disclose any financial interests or relationships that could be perceived as a conflict
03
Fill out the disclosure form completely and accurately
04
Submit the disclosure form to the appropriate party or committee
Who needs disclosure of a conflict?
01
Employees
02
Contractors
03
Board members
04
Anyone involved in decision-making processes
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What is disclosure of a conflict?
Disclosure of a conflict is the act of revealing any potential conflicts of interest that may arise in a particular situation.
Who is required to file disclosure of a conflict?
All individuals who have a potential conflict of interest are required to file disclosure of a conflict.
How to fill out disclosure of a conflict?
Disclosure of a conflict can usually be filled out through a form provided by the organization or institution requiring the disclosure.
What is the purpose of disclosure of a conflict?
The purpose of disclosure of a conflict is to maintain transparency and mitigate any potential conflicts of interest that may arise.
What information must be reported on disclosure of a conflict?
Information such as financial interests, relationships with other individuals or organizations, and any other factors that may influence decision-making must be reported on disclosure of a conflict.
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