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
Обновлено 3/5/2026
Звёзды
12
Форки
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.

Установка
$ install --globalskills.sh
Использование

После установки вы можете использовать этот skill, выполнив следующую команду в терминале:

skills use managing-investment-adviser-compliance