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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.

CaseMark
maintainer
CaseMark
更新日 3/5/2026
スター
12
フォーク
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.

インストール
$ install --globalskills.sh
使い方

インストール後、ターミナルで以下のコマンドを実行してこのスキルを使用できます:

skills use managing-investment-adviser-compliance