A financial interest is anything of monetary value – whether that value can be easily determined or not – that belongs to any of the following: the investigator, the investigator’s spouse, any dependent children. The financial interest becomes significant when it meets any of the following definitions:

• You (as defined above) receive income from and/or hold equity in a publicly traded entity that, in aggregate, meets or exceeds $5,000 in value during the 12 months prior to your RCOI disclosure
  • Equity (stock, stock options, or other ownership interest) valued at $5,000 or more
  • Remuneration valued at $5,000 or more in the last 12 months
  • A combination of remuneration and equity – with respect to a single entity – that is valued at $5,000 or more.
• You hold equity interest in a non-publicly traded entity (any amount).
• You received remuneration valued at $5,000 or more from an outside entity during the 12 months prior to your RCOI disclosure.
• You received remuneration from an outside entity for intellectual property rights and interests (including but not limited to patents, copyrights, royalties, licencing fees) during the 12 months prior to disclosure.
• Your travel costs were funded (reimbursed or sponsored) by an outside entity during the 12 months prior to disclosure.

You do not have to include the following in your disclosure, as they will not be considered significant financial interests:

• Salary, royalties, or other remuneration funded by CSU
• Income from passive investment vehicles, such as mutual funds or retirements accounts, where you not directly control the investment decisions
• Income, remuneration, or travel funding received from US-based government agencies (any level); US-based higher education institutions; and academic research institutes, teaching hospitals, and medical centers associated with US higher education institutions.