Download this fully customizable template to help kickstart your COI Program.

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We’re making a new resource available to you to make disclosure management easy. This tried-and-true Conflicts of Interest form has been highly effective in achieving more attestation rates and creating a compliance-first and ethically-minded culture.

Download this easy-to-use form template to:

1. Simplify your disclosure management process while still collecting the necessary information you need from your employees.
2. Customize the template to your organization’s needs by changing or adding questions, adding your name, and distributing through the most effective channel in either digital or print formats.
3. Create a defensible paper trail that can be used in court if the time arises or to easily pinpoint potential risk.