Client Disclosures | Agent Skills Atlas

About this skill

Guide the creation, content, and delivery of required client disclosure documents for investment advisers and broker-dealers. Use when the user asks about Form ADV Part 2A or 2B content, Form CRS requirements, prospectus delivery obligations, privacy notice delivery, trade confirmation timing, account statement distribution, or electronic vs paper delivery compliance. Also trigger when users mention 'onboarding document checklist', 'what disclosures do we owe new clients', 'annual brochure update', 'brochure supplement for a new adviser', 'CRS conversation starters', or ask when and how disclosure documents must be delivered.

Quick start

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Installation guide →

Review, license & listing details

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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: 3cc3f3d95199487217c3db48f99c8b35427b6eaec25e32440bd8d6f6afde5d79

About scan coverage and limitations

Original listing metadata

Original name

client-disclosures

Original description

About this listing

Category: Sales
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.