As a disclosure you need to record your interests in the Huron COI system. You will receive an e-mail notification when you need to disclose your interests in Huron COI. You can either click the link in the e-mail notification or go to your Disclosure Profile in the Huron COI application to disclose your interest. You can refer the Instruction Center in the Disclosure Profile for the action that you need to take and also the reason for that action.
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You need to update your profile if your Disclosure Profile is in the Action Required state. |
To update your disclosure profile
If you do not have anything to disclose, do the following:
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Log in as your assigned discloser.Open
On the disclosure workspace, click Edit Disclosure Profile for your assigned discloser. Note the current state, Action Required.
Read the content of the Instruction Center.
Click the Edit Disclosure Profile, then complete the SmartForm with the responses listed below. Complete all other fields as you like.
Instructions and Policies Page
I certify that I have read and understood…: Check the box
Entity Disclosure Information Page
Do you have any financial interests…: Yes
Entity disclosures: Click Add
Entity: Abbott Laboratories
Relation to discloser: Check Self
Disclosure types: Equity
Do you own stock … in this organization? Yes
Enter the current value…: 50,000
Do you own stock options…: No
Complete Disclosure Profile: Read the notes on this page. Do not click Complete Disclosure Profile Update here because you’ll do that from the disclosure profile workspace. Click Finish.
Confirm you met the following success criteria:
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After you have completed your COI training (this could be Huron COI or a third-party training partner like CITI), select the check box for the question 'I certify that I have read and understood the education materials presented to me' on the Instructions and Policies page. Click Continue to move to the next page.
Select No for the question 'Do you have any financial interests and/or outside activities to report?'.
Click Continue to go to the Complete Disclosure Profile page.
Click Complete Disclosure Profile Update and click OK.
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The Discloser Profile moves to No Action Required state. |
To disclose your interests, do the following:
Log in as your assigned discloser.
On the disclosure workspace, click Edit Disclosure Profile.
After you have completed your COI training (this could be Huron COI or a third-party training partner like CITI), select the check box for the question 'I certify that I have read and understood the education materials presented to me' on the Instructions and Policies page. Click Continue to move to the next page.
Select Yes for the question 'Do you have any financial interests and/or outside activities to report?'.
Click Add in the entity disclosures section.
Select the Entity.
Note: If you do not find your organization name in the Entity list, click the ellipsis (…) button under "If you cannot find the entity in the above list, enter the details here". The Write-In Entity form allows you to add your organization name.Select Relation to discloser and Disclosure types.
Based on the Disclosure type selected, you get further questions.Answer the questions and click OK to add the entity disclosure or click OK and Add Another to add another entity disclosure.
Click Continue to go to the Complete Disclosure Profile page.
Click Complete Disclosure Profile Update and then click OK.
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The Disclosure Profile moves to No Action Required state. |
You can view your disclosures by clicking View on the Disclosures tab.