Beginner

Conflict of Interest Disclosure Form

Ensures firm independence by having staff disclose outside interests.

Draft an annual 'Conflict of Interest' disclosure form for all staff at {firm_name}. Include sections for: 1. External board positions, 2. Financial interests in {client_list}, 3. Family relationships with client employees, and 4. Acceptance of gifts over {gift_limit}. Include a signature line for 'Independence Confirmation.'

Related Prompts

Compliance & Regulatory
Intermediate

ESG metric inventory: definitions, boundaries, and data owners

Builds an ESG metric inventory with definitions, boundaries, and ownership—critical for auditability. Useful for sustainability teams starting structured reporting.

GPT-5.2 Thinking; GPT-4.1; o3-mini
0
0
36
Compliance & Regulatory
Advanced

Segment Reporting (ASC 280) Determination

Identifies reportable segments based on the CODM's review process.

Claude 3.5 SonnetGPT-4o
0
0
48
Compliance & Regulatory
Intermediate

ESG Carbon Footprint Disclosure (Scope 1 & 2)

Drafts the sustainability narrative for carbon emissions based on greenhouse gas protocols.

GPT-4oClaude 3.5 Sonnet
0
0
41