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.

CaseMark
maintainer
CaseMark
Atualizado 3/5/2026
Estrelas
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.

Instalação
$ install --globalskills.sh
Uso

Depois de instalar, você pode usar esta skill executando o seguinte comando no terminal:

skills use managing-investment-adviser-compliance