Designated Office Holders

Annual Disclosure Form:

Please contact our office if you are unsure of your reporting requirements or have not received an email from us requesting your disclosure.

Due noon, October 14, 2026 (for as of March 31, 2026) 

 

New designated office holders' Disclosure Form:

Please check the email from our office for your due date and reporting period

As of March 31, 2026

 

Additional DOH Forms:

Designated Office Holder Direct Associate Form

Designated Office Holder Direct Associate Notice of Change or Termination

Notice of Material Change Form

 

 

ADDITIONAL DOH INFORMATION:

Information for Designated Office Holders

Post-Employment Advice Form

Quick Resources