Disclosure Statement for Outside Financial Advisors and Service Providers
The State Auditor's Office (SAO) developed this form as required by Chapter 2263, Texas Government Code. Chapter 2263 does not require the use of this specific form; however, agencies may prescribe the use of this form to meet disclosure requirements.Uniform Disclosure Form (.pdf)
The SAO cannot advise you on whether Chapter 2263 applies to your entity and cannot interpret for you Chapter 2263's provisions. We recommend that you consult with your legal counsel if you are unsure whether or how your entity must implement Chapter 2263.
If you determine that your entity must implement Chapter 2263, the SAO recommends that you ensure you have communicated to all outside financial advisors or service providers any standards of conduct your governing board has adopted that apply to them. If you have any questions, please contact Hillary Eckford, Audit Manager, at Hillary.Eckford@sao.texas.gov or at (512) 936-9500.
*A PDF reader, such as Adobe Reader (free) or other software that can open PDF files must be installed on your computer or device to view the documents marked "(.pdf)" or with icon.