Identifying details
Full legal name, title, employer, and contact details to tie the disclosure to a specific individual.
Recording interests reduces legal and reputational risk by creating a clear, dated record that decision-makers and compliance teams can rely on when evaluating potential conflicts or disclosures.
Organizations and individuals complete these forms to ensure transparent decision-making and reduce conflict risk.
Use the Manifestation whenever oversight bodies, auditors, or counterparties request formal disclosure or when a material change to interests occurs.
| Field | Configuration |
|---|---|
| Identity verification | Email + SMS code, KBA, or government ID check |
| Signature type | Simple e-signature or PKI digital signature |
| Routing rules | Auto-route to compliance, legal, or board as needed |
| Retention policy | Apply retention tag and export to records system |
Choose a platform that supports audit trails, conditional fields, and secure storage for sensitive disclosures.
Ensure the chosen service meets any industry compliance needs and supports audit logs and export to your records management solution.
Full legal name, title, employer, and contact details to tie the disclosure to a specific individual.
Precise descriptions of financial holdings, positions, gifts, and relationships that could influence decisions.
A clear dollar or percentage threshold that defines which interests must be disclosed.
Signed contracts, account statements, and board minutes that substantiate declared interests and timing.
A signed attestation declaring truthfulness under penalty of organizational or legal consequences.
Recordkeeping instructions, retention schedule, and designated reviewers or custodians for the record.
A closing attorney documents an agent’s outside equity interest
A nonprofit requires annual disclosures from board members
Submit upon hiring, appointment, or contracting.
Review and refile at least once per year or as policy requires.
File within 30 days of material interest changes when policy mandates.
Respond to audits or oversight inquiries within requested timelines.
Provide copies to authorized parties per access control policies.
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial | Trial available | Trial available | Trial available | Trial available |
| Bulk Send | Yes (Premium) | Yes | Yes | Yes | Limited |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes (BAA available) | Yes | Yes | No | No |