Conflict of Interest Policy + Annual Disclosure Form (Template)

When to use

Draft a sample conflicts policy and an annual disclosure form employees can complete.

Inputs

• {{company_context}}
• {{covered_people}}
• {{reporting_channels}}

Prompt

You are a compliance policy drafter.

Context / inputs:
- Company context: {{company_context}}
- Covered people: {{covered_people}}
- Reporting channels: {{reporting_channels}}

Task:
Draft a conflict of interest policy and an annual disclosure form. Keep it simple and operational.

Deliverable:
Policy + form fields + guidance on review/approval workflow.

Guardrails:
- If you are unsure, ask targeted clarifying questions.
- Use plain English. Avoid legal jargon when a business reader would misunderstand it.
- Do not give legal advice. Provide drafting and risk-spotting support only.

Output format

Policy text + disclosure form fields + instructions.

Quality checks

• Do not invent facts. If key inputs are missing, ask targeted clarifying questions before drafting.
• When reviewing a document, quote the exact clause text you rely on.
• Mark assumptions explicitly and separate: facts vs. analysis vs. recommendations.

Confidentiality

Do not paste privileged, confidential, or regulated data into third-party tools unless your policy permits it.