client-communication-drafting
CommunityDraft compliant client communications.
Legal & Compliance#compliance#wealth management#financial communication#client relations#FINRA#SEC regulations
Authorwassemgtk
Version1.0.0
Installs0
System Documentation
What problem does it solve?
This Skill automates the creation of regulation-safe client communications for wealth management, ensuring compliance with SEC, FINRA, and firm policies.
Core Features & Use Cases
- Drafting Compliant Communications: Generates emails, letters, market commentaries, and reports adhering to strict regulatory standards.
- Risk Mitigation: Pre-screens content against common regulatory pitfalls and includes compliance annotations.
- Use Case: A wealth advisor needs to send a quarterly performance update to a client. This Skill can draft an email that includes net-of-fee performance, relevant market commentary, and all necessary disclosures, ensuring it meets SEC Marketing Rule and FINRA 2210 requirements.
Quick Start
Use the client-communication-drafting skill to draft a quarterly performance email for client John Doe, referencing his portfolio data and recent market commentary.
Dependency Matrix
Required Modules
None requiredComponents
references
💻 Claude Code Installation
Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.
Please help me install this Skill: Name: client-communication-drafting Download link: https://github.com/wassemgtk/skills-testing/archive/main.zip#client-communication-drafting Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
Agent Skills Search Helper
Install a tiny helper to your Agent, search and equip skill from 471,000+ vetted skills library on demand.