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
Mis à jour 3/5/2026
Étoiles
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
Utilisation
Après l'installation, vous pouvez utiliser ce skill en exécutant la commande suivante dans votre terminal :
skills use managing-investment-adviser-compliance