client-disclosures
Guide which client disclosure documents must exist, what each must contain, and when and how they must be delivered to clients of investment advisers and broker-dealers. Use when the user asks about Form ADV Part 2A or 2B content, Form CRS content and delivery, prospectus delivery obligations, priva
By joellewis · 528 installs
npx skills add joellewis/finance_skills --skill client-disclosures