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Disclosure Agreement - Coggle Diagram
Disclosure Agreement
Process
Ad-hoc Disclosure / Updates
Managing Potential Conflicts
Annual Disclosure
Advanced Approval
"Tricky" Areas
Travel
Exception Approvals
Difference from FCOI training and requirements
Spouse/Immediate family (when yes/when no)
Policy
Expectations
Required Disclosure
Not Required
Not Allowed
Accountability
State Code and Federal Requirements
Responsibilities, deadlines
What happens if you don't disclouse
Benefits of Disclosure