marketing-rule-evidence
CommunityGenerate comprehensive Marketing Rule evidence packs for SEC-registered investment-adviser advertising.
Finance & Accounting#financial regulation#investment adviser#evidence pack#marketing rule#SEC compliance
Authoranotb
Version1.0.0
Installs0
System Documentation
What problem does it solve?
This Skill streamlines the creation of detailed Marketing Rule evidence packs, reducing the time and effort required for compliance reviews and audits.
Core Features & Use Cases
- Evidence Pack Creation: Build comprehensive evidence packs for SEC-registered investment-adviser advertising.
- Compliance Review: Facilitate compliance reviews and audits with standardized checklists and matrices.
- Use Case: For an investment adviser, this Skill can help generate evidence packs for advertisements like pitch decks, fact sheets, or websites before dissemination, ensuring compliance with SEC Rule 206(4)-1.
Quick Start
Use the marketing-rule-evidence skill to generate an evidence pack for a new advertisement titled 'pitch-deck-q3.pdf'.
Dependency Matrix
Required Modules
pythonyamljsonpandasrequests
Components
scriptsreferencesassets
💻 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: marketing-rule-evidence Download link: https://github.com/anotb/second-line-financial-services/archive/main.zip#marketing-rule-evidence Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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