product-suitability-screening
CommunityScreen products for client suitability.
Finance & Accounting#compliance#suitability#financial advisor#reg bi#investment products#client profiling
AuthorGoldenZero
Version1.0.0
Installs0
System Documentation
What problem does it solve?
This Skill automates the rigorous process of evaluating investment products against client profiles to ensure suitability and compliance with regulatory standards like Reg BI.
Core Features & Use Cases
- Product Evaluation: Assesses products across risk, cost, complexity, liquidity, and tax dimensions.
- Client Matching: Compares product characteristics against detailed client profiles.
- Alternative Analysis: Identifies and compares alternative products to ensure the best interest of the client.
- Conflict of Interest: Detects and documents potential conflicts of interest.
- Reg BI Compliance: Generates documentation for best interest determinations.
- Use Case: When recommending a new mutual fund to a client, use this Skill to verify it aligns with their risk tolerance, time horizon, and financial goals, while also comparing it against other available options and documenting the rationale.
Quick Start
Screen the attached product details and client profile for suitability.
Dependency Matrix
Required Modules
None requiredComponents
referencesassets
💻 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: product-suitability-screening Download link: https://github.com/GoldenZero/skills/archive/main.zip#product-suitability-screening Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
Agent Skills Search Helper
Install a tiny helper to your Agent, search and equip skill from 223,000+ vetted skills library on demand.