home/categories/real-estate-legal/casemark-skills-skills-finance-managing-investment-adviser-compliance-skill-md
real-estate-legalbusiness
managing-investment-adviser-compliance
Structures IA compliance with Form ADV, custody rule, and Code of Ethics requirements. Use when managing IA compliance, updating Form ADV, or reviewing Code of Ethics.
maintainer
CaseMark
Updated 3/5/2026
Stars
12
Forks
1
quick start
Installation and usage
Structures IA compliance with Form ADV, custody rule, and Code of Ethics requirements. Use when managing IA compliance, updating Form ADV, or reviewing Code of Ethics.
Installation
$ install --globalskills.sh
Usage
Once installed, you can use this skill by running the following command in your terminal:
skills use managing-investment-adviser-compliance