Individual skill
document-review
Reviews financial documents (prospectuses, ADVs, marketing materials) for FINRA 2210 compliance, required disclosures, and balanced presentation. Use when reviewing financial statements, audit documents, regulatory filings, or when the user mentions compliance checks, financial audits, or document verification.
examples/full/skills/document-review/SKILL.md
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- Observed behavior
- Instructions only
- Last checked
- Nov 2, 2026
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- Repository last updated
- Jul 2, 2026
- License
- MIT
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# Document Review
## Instructions
When reviewing a financial document:
1. **Classify the document** — Determine document type (prospectus, ADV, customer agreement, marketing material, etc.)
2. **Identify applicable rules** — Map to FINRA 2210 (communications), SEC disclosure requirements, etc.
3. **Check required elements** — Verify all required disclosures, disclaimers, and content are present
4. **Assess accuracy** — Flag potentially misleading, exaggerated, or promissory statements
5. **Check balance** — Per FINRA 2210, ensure risks and benefits are presented in a balanced manner
6. **Review formatting** — Verify required prominence of disclosures
## Key Checks
- [ ] All required disclosures present