Sample conflict-of-interest policy statement - Vanguard 2025

1. Click ‘Get Form’ to open the Sample conflict-of-interest policy statement in the editor.
2. Begin by reviewing the 'Purpose' section to understand the intent behind the policy. This will help you grasp the importance of disclosing any potential conflicts.
3. Move on to 'Definitions' where you will find key terms like 'Interested Person' and 'Financial Interest.' Familiarize yourself with these definitions as they are crucial for filling out your disclosures accurately.
4. In the 'Annual Statement' section, locate the fields where you can acknowledge receipt and understanding of the policy. Fill in your name, date, and provide your signature.
5. If applicable, disclose any potential conflicts of interest in the designated area. Be thorough but concise in your descriptions.
6. Finally, review all entries for accuracy before saving or submitting your completed form through our platform.

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