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Claude Workflow/AgentClaude Prompt PackLegal & Compliance
Fee Disclosure Review & Compliance Check
$39
Claude-powered compliance review: scans advisor-to-client communication (emails, performance reports, marketing copy) for missing fee disclosures, prohibited performance-based claims, required risk warnings, and cherry-picked performance. Flags every SEC-rule violation before the comms go out. Cites the specific rule citation per flag (Advisers Act 206, marketing rule 206(4)-1, custody rule 206(4)-2).
Integrations
ClaudeClaude CodeQdrant
Source
https://aiautomatedtoolhub.com/claude-skills/fee-disclosure-review-compliance-check-riaDiscovered on Internal via @thetalkinghedge
Frequently asked questions
- What is Fee Disclosure Review & Compliance Check?
- Claude-powered compliance review: scans advisor-to-client communication (emails, performance reports, marketing copy) for missing fee disclosures, prohibited performance-based claims, required risk warnings, and cherry-picked performance. Flags every SEC-rule violation before the comms go out. Cites the specific rule citation per flag (Advisers Act 206, marketing rule 206(4)-1, custody rule 206(4)-2).
- Is Fee Disclosure Review & Compliance Check free?
- Fee Disclosure Review & Compliance Check is a paid claude workflow/agent priced at $39.
- What does Fee Disclosure Review & Compliance Check integrate with?
- Fee Disclosure Review & Compliance Check works with Claude, Claude Code, Qdrant.
- What type of Claude skill is Fee Disclosure Review & Compliance Check?
- Fee Disclosure Review & Compliance Check is a claude workflow/agent for Claude, listed on AI Automated Tool Hub from Internal.
- Where can I get Fee Disclosure Review & Compliance Check?
- You can access Fee Disclosure Review & Compliance Check at https://aiautomatedtoolhub.com/claude-skills/fee-disclosure-review-compliance-check-ria.