home/categories/real-estate-legal/casemark-skills-skills-legal-broker-dealer-customer-agreement-skill-md
real-estate-legalbusiness
broker-dealer-customer-agreement
Drafts SEC/FINRA-compliant Broker-Dealer Customer Agreements covering account opening, trading, margin, fees, risk disclosures, privacy, arbitration, and execution. Use when drafting or updating customer account agreements, brokerage agreements, or customer documentation for registered broker-dealers.
maintainer
CaseMark
更新于 3/3/2026
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quick start
Installation and usage
Drafts SEC/FINRA-compliant Broker-Dealer Customer Agreements covering account opening, trading, margin, fees, risk disclosures, privacy, arbitration, and execution. Use when drafting or updating customer account agreements, brokerage agreements, or customer documentation for registered broker-dealers.
安装
$ install --globalskills.sh
使用
安装后，您可以通过在终端运行以下命令来使用此技能：
skills use broker-dealer-customer-agreement