@joellewis/reg-bi

Analyze broker-dealer recommendations under SEC Regulation Best Interest's four obligations: Disclosure, Care, Conflict of Interest, and Compliance. Use when the user asks whether a recommendation satisfies Reg BI, what triggers the 'recommendation' standard, how to evaluate reasonably available alternatives, rollover recommendation compliance, dual-registrant capacity disclosure, share class or account type recommendations, or Reg BI examination preparation. Also trigger when users mention 'best interest standard for brokers', 'is this a Reg BI recommendation', 'care obligation documentation', 'sales contest elimination requirement', 'Form CRS delivery', or ask how Reg BI differs from suitability or fiduciary duty.

View in AI SkillSafe app
0 downloads
0 stars
0 demos
SKILL.md

Embed badges

Add these to your README to show the skill's verification status.

SkillSafe verified badge
Verified badge
[![SkillSafe verified badge](https://api.skillsafe.ai/v1/badge/@joellewis/reg-bi/verified)](https://skillsafe.ai/skill/@joellewis/reg-bi/)
Installs badge
Installs badge
[![Installs badge](https://api.skillsafe.ai/v1/badge/@joellewis/reg-bi/installs)](https://skillsafe.ai/skill/@joellewis/reg-bi/)
Scan badge
Scan badge
[![Scan badge](https://api.skillsafe.ai/v1/badge/@joellewis/reg-bi/scan)](https://skillsafe.ai/skill/@joellewis/reg-bi/)
Eval pass rate badge
Eval pass rate
[![Eval pass rate badge](https://api.skillsafe.ai/v1/badge/@joellewis/reg-bi/eval)](https://skillsafe.ai/skill/@joellewis/reg-bi/)