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
Actualizado 3/5/2026
Estrellas
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.
Instalación
$ install --globalskills.sh
Uso
Después de instalarlo, puedes usar este skill ejecutando el siguiente comando en tu terminal:
skills use managing-investment-adviser-compliance