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Managing Investment Adviser Compliance

Agent skill
1 skill

Structures IA compliance with Form ADV, custody rule, and Code of Ethics requirements. Use when managing IA compliance, updating Form ADV, or reviewing Code of Ethics.

Install with
Claude CodeCodexCursorGitHub CopilotGemini CLI

Supported by the Atlas install prompt. Skill-specific requirements vary.

Skill stats

Skills1CategoryGeneralStars0

About this skill

Structures IA compliance with Form ADV, custody rule, and Code of Ethics requirements. Use when managing IA compliance, updating Form ADV, or reviewing Code of Ethics.

Quick start

  1. Copy the install prompt. Use the green button above this README.
  2. Send it to your agent. Paste it into your coding agent’s chat and send.
  3. Review the setup. Your agent checks the skill’s instructions, requirements, and installation scope.
Review, license & listing details
Review the source before using this skill

This is an imported listing. We haven’t certified its safety, license, or compatibility. Skills may include executable scripts.

Automated security scan: Partial

Only SKILL.md was scanned. Supporting files and scripts were not checked. No safety grade has been assigned.

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

Content SHA-256: d84908f8ac3dbf91638aa3142ed8155aaa249b1b09ffbd74991014c297696b4e

About scan coverage and limitations

About this listing

Category
General
Reported license
Apache-2.0
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.
Managing Investment Adviser Compliance | Agent Skills Atlas