The Declaration of Interest Form is a fundamental governance instrument required by Canadian law and organizational policies to promote transparency and ethical conduct. This document is typically used when individuals begin their employment or appointment, annually thereafter, or when new potential conflicts arise. The form, designed to comply with Canadian federal and provincial legislation including the Conflict of Interest Act, requires comprehensive disclosure of various interests that could potentially conflict with professional responsibilities. It includes details about financial investments, outside business activities, family connections, and other relevant interests. The document helps organizations maintain compliance with legal requirements while protecting both the declarant and the organization from potential conflicts of interest situations.
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1. Personal Information: Basic details of the declarant including full name, position, department/organization, and contact information
2. Type of Declaration: Specifies whether this is an initial declaration, annual update, or ad-hoc disclosure of new interests
3. Financial Interests: Details of shareholdings, investments, properties, and other financial assets that could create conflicts
4. Outside Employment/Activities: Information about other paid or unpaid positions, directorships, or consulting arrangements
5. Business Relationships: Details of any business relationships with the organization or its partners/suppliers
6. Family Interests: Relevant interests held by immediate family members that could create actual or perceived conflicts
7. Gifts and Hospitality: Declaration of significant gifts, hospitality, or benefits received in connection with the position
8. Declaration Statement: Formal statement confirming the truth and completeness of the disclosure
9. Signature and Date: Space for signature, date, and witness information if required
1. Political Activities: For public sector forms - declaration of any political activities or affiliations
2. Academic Interests: For research/academic institutions - intellectual property rights, research grants, and academic collaborations
3. Procurement Involvement: For those involved in procurement - specific disclosures related to procurement activities and supplier relationships
4. Charitable Positions: For senior executives - positions held in charitable or non-profit organizations
5. Previous Employment: For new employees/appointees - relevant interests from previous employment within a specified timeframe
6. Confidential Information Access: For those with access to sensitive information - declaration of potential conflicts related to information access
1. Schedule A - Detailed Financial Holdings: Itemized list of financial interests including values and percentage ownership
2. Schedule B - Related Party Information: Detailed information about family members or related parties whose interests need to be declared
3. Schedule C - Gift Registry: Detailed log of gifts and hospitality received, including dates, values, and sources
4. Appendix 1 - Guidance Notes: Detailed instructions and examples for completing each section of the form
5. Appendix 2 - Relevant Policies: Organization's specific policies regarding conflicts of interest and required disclosures
6. Appendix 3 - Declaration Updates Log: Record of previous declarations and updates for tracking changes over time
Relevant legal definitions
Declarant
Interest
Conflict of Interest
Material Interest
Immediate Family Member
Related Party
Associated Person
Financial Interest
Non-Financial Interest
Professional Association
Outside Employment
Business Relationship
Significant Shareholding
Gift
Hospitality
Beneficial Ownership
Control
Material Contract
Substantial Influence
Private Interest
Public Duty
Reporting Period
Organization
Securities
Commercial Interest
Intellectual Property Rights
Confidential Information
Remunerated Activity
Board Position
Consulting Arrangement
Interest
Conflict of Interest
Material Interest
Immediate Family Member
Related Party
Associated Person
Financial Interest
Non-Financial Interest
Professional Association
Outside Employment
Business Relationship
Significant Shareholding
Gift
Hospitality
Beneficial Ownership
Control
Material Contract
Substantial Influence
Private Interest
Public Duty
Reporting Period
Organization
Securities
Commercial Interest
Intellectual Property Rights
Confidential Information
Remunerated Activity
Board Position
Consulting Arrangement
Clauses
Personal Information
Declarations
Financial Interests
Professional Interests
Family Relationships
Outside Activities
Gift Disclosure
Confidentiality
Compliance
Verification
Updates and Amendments
Acknowledgment
Privacy Protection
Record Keeping
Reporting Obligations
Enforcement
Ethics Compliance
Disclosure Requirements
Certification
Review Process
Declarations
Financial Interests
Professional Interests
Family Relationships
Outside Activities
Gift Disclosure
Confidentiality
Compliance
Verification
Updates and Amendments
Acknowledgment
Privacy Protection
Record Keeping
Reporting Obligations
Enforcement
Ethics Compliance
Disclosure Requirements
Certification
Review Process
Relevant Industries
Public Sector
Healthcare
Financial Services
Education
Non-Profit
Technology
Manufacturing
Professional Services
Energy
Mining
Transportation
Research and Development
Government Services
Legal Services
Consulting
Relevant Teams
Legal
Compliance
Human Resources
Finance
Procurement
Executive Leadership
Board of Directors
Research and Development
Public Relations
Government Relations
Investment
Operations
Policy Development
Grant Management
Ethics and Governance
Relevant Roles
Board Member
Executive Director
Chief Executive Officer
Chief Financial Officer
Department Head
Project Manager
Procurement Officer
Research Director
Public Servant
Senior Manager
Human Resources Director
Legal Counsel
Financial Controller
Operations Manager
Committee Member
Grant Administrator
Investment Manager
Policy Advisor
Program Director
Department Director
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