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1. Personal Information: Basic details of the declarant including full name, HKID/passport number, position, and contact information
2. Declaration Period: Specification of the time period covered by the declaration
3. Current Positions: List of all current positions held within the organization and related entities
4. Financial Interests: Declaration of shareholdings, investments, and other financial interests in the company or related entities
5. Related Party Transactions: Disclosure of any business dealings or transactions with related parties
6. Conflicts of Interest: Declaration of any actual or potential conflicts of interest
7. Compliance Statement: Confirmation of compliance with company policies and relevant regulations
8. Declaration of Truth: Formal statement confirming the truth and accuracy of all provided information
9. Signature Block: Space for signature, name, date, and witness details if required
1. Outside Directorships: For senior executives and directors - declaration of positions held in other companies
2. Professional Licenses: For regulated roles - details of professional qualifications and licenses held
3. Political Exposure: For financial institutions - declaration of any political exposure or connections
4. Research Interests: For academic or research institutions - declaration of research activities and funding
5. Family Member Interests: When required by specific policies - declaration of family members' interests in related businesses
6. Gifts and Benefits: For public officials or regulated positions - declaration of gifts or benefits received during the period
1. Schedule A - Shareholding Details: Detailed breakdown of shareholdings including quantity, class of shares, and percentage ownership
2. Schedule B - Related Party Details: Comprehensive list of related parties and nature of relationships
3. Schedule C - Business Interests Register: Register of all business interests and investments
4. Appendix 1 - Supporting Documents: List of required supporting documents and attachments
5. Appendix 2 - Guidance Notes: Detailed instructions for completing each section of the declaration
6. Appendix 3 - Privacy Notice: Information about how the declared data will be used and protected
Associated Corporation
Business Interest
Close Associate
Company
Connected Person
Conflict of Interest
Controlling Shareholder
Declarant
Declaration Period
Director
Financial Interest
Group
Immediate Family Member
Inside Information
Material Interest
Outside Directorships
Position of Influence
Related Party
Related Party Transaction
Relevant Business
Reportable Interest
Securities
Senior Management
Significant Shareholder
Subsidiary
Substantial Interest
Trading Activity
Declaration Period
Position Disclosure
Financial Interests
Securities Holdings
Related Party Transactions
Outside Business Interests
Conflict of Interest
Professional Memberships
Regulatory Compliance
Political Exposure
Family Relationships
Data Privacy
Confidentiality
Attestation
Declaration of Truth
Penalties for False Declaration
Document Retention
Amendments and Updates
Supporting Documentation
Financial Services
Banking
Insurance
Professional Services
Healthcare
Education
Technology
Manufacturing
Real Estate
Retail
Telecommunications
Energy
Transportation
Public Sector
Non-Profit Organizations
Legal
Compliance
Risk Management
Human Resources
Finance
Corporate Governance
Internal Audit
Board Secretariat
Operations
Investment
Research and Development
Senior Management
Executive Office
Chief Executive Officer
Executive Director
Non-Executive Director
Department Head
Senior Manager
Company Secretary
Compliance Officer
Risk Manager
Financial Controller
Board Member
Senior Executive
Department Manager
Project Manager
Research Director
Investment Manager
Operations Manager
Human Resources Director
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