New Financial Entity
The New Financial Entity page is where the reporter enters details about any new significant financial interests and defines their relationship with that entity. Reporters must disclose any new SFI’s within a reasonable period of time (generally 90 days) following the date on which the significant Financial Interest is acquired or arises.
In this section, you can disclose new entities and upload
relevant attachments. Once the entity is submitted, it can be viewed and updated
on the My Financial Entities tab.
Figure 369 Financial Entities > New Financial Entity Page > New Financial Entity Section – Layout (Collapsed)
Table 207 Financial Entities > New Financial Entity Page > New Financial Entity Section – Subsection Descriptions
|
Subsection |
Description |
|
Financial Entity |
The name, type, associated sponsor, contact information, basic relationship description. |
|
Relationship Details |
Ownership interest details, relationship to financial entity details, relationship to researcher details. |
|
Attachments |
The timestamp, upload ID, contact name, email, description and filename of a maintained document. |
Clicking “submit” located at the bottom of the screen will save the entered
information to the My Financial Entities tab.
Financial Entity