hello we are the Fair Political Practices Commission or the FPPC and we would like to welcome you to our video series for form 700 Vilas this module will discuss how to complete schedule a 1 for investments in stocks bonds and other interests where your ownership interest is less than 10 please note that advice can be fact-specific and that you should not rely on this video alone for help we are available by phone or email if you would like to contact us directly with your questions additionally there are several other resources which we will discuss later in this video also note that during the video we will refer to both the form 700 and the statement of economic interests these are in fact the same document but in general the form 700 is the form before it has been completed while the statement is a completed form to get to the form 700 page on our website start at our home page and click on the box that says file a Form 700 the page that opens not only has a link to the form but t wo other resources that we will be discussing during this module supplemental materials such as the reference pamphlet the Excel form the gift and travel fact sheet and amendment schedules can be very helpful to you when completing your statement as the title of the schedule indicates this is where you will report your interest in stocks and other types of investments or perhaps a partnership interest of less than 10 any particular business entities this includes these same types of interest owned by your spouse registered domestic partner or children keep in mind that you are only required to report investments in businesses that are reportable per your agencys conflict-of-interest code also the business must be located in your agencys jurisdiction doing business in your jurisdiction planning to do business in your jurisdiction or has done business in your jurisdiction during the previous two years finally the investment must have reached a value of at least 2000 during the reporting period to be reportable on the schedule please note that you may find more information about conflict of interest codes in our need-to-know video types of reportable investments for Schedule A one includes stocks corporate bonds and any interest you may have in an entity where your ownership interest is less than 10 this may include some assets in a management investment fund like a 401k or other such retirement account if you dont know what types of assets your investment account holds you should contact your investment company to request a list of assets that make up your portfolio if the assets are reportable per your conflict of interest code you must disclose them on your form 700 you should not however attach a brokerage statement to your form 700 not only will your filing officer request that you file an amendment but the brokerage statement and all of the account information on that statement becomes public as it would be part of your completed form 700 which is.