Ria Adv Crs Compliance Checklist

About this skill

Activate when: annual ADV amendment season; onboarding/updating Form CRS delivery; launching marketing/testimonials; a mock/real exam; 'are we books-and-records compliant?', 'can we post this ad/testimonial?'. Do NOT activate when: the question is portfolio construction, not compliance.

Quick start

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Review, license & listing details

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0 potential findings · Scanned 11/4/2026 · Scanner 0.2.1

Content SHA-256: b890819c5b3debefbe81b8052f8fa10479a150249885547433becaa8d98fb515

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Original listing metadata

Original name

ria-adv-crs-compliance-checklist

Original description

About this listing

Category: General
Reported license: MIT
Listing language (estimated): English
Review status: Not individually reviewed
Agent compatibility: Atlas installation supports Claude Code, Codex, and Cursor. Skill-specific dependencies and features are checked during setup.