Advertising Compliance
JoelLewis/finance_skills/plugins/compliance/skills/advertising-complianceby JoelLewis5c498eacf7057e31238c4c5a8012a1afe9ec7c8aNo licenseListed Oct 9, 2026Updated Oct 9, 2026
Ensure investment advertising and marketing materials comply with SEC Marketing Rule and FINRA Rule 2210. Use when the user asks about performance advertising, showing backtested or hypothetical returns, net vs gross performance presentation, client testimonials or endorsements in marketing, social media posts by advisers or reps, third-party ratings in pitchbooks, or advertising recordkeeping. Also trigger when users mention 'can we show this track record', 'pitchbook compliance review', 'marketing rule violations', 'cherry-picking performance periods', 'predecessor performance portability', 'extracted performance', or ask whether a website, one-pager, or presentation needs compliance approval.
Only the file list is public. File contents are available once the skill is installed in a workspace.
| Path | Size | Type |
|---|---|---|
| SKILL.md | 26.5 KB | text/markdown |
Source and attribution
Source:JoelLewis/finance_skillsinplugins/compliance/skills/advertising-complianceat commit5c498ea
License: No license
Content belongs to its original authors. SourceWeft indexes it from a public repository.
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