Client Disclosures

by JoelLewis

Client Disclosures is a Writing skill for Claude Code, published by JoelLewis in finance_skills.

184 stars35 forkson JoelLewis/finance_skillsAdded 2026/09/07+3% in starsRepository updated 2026/07/18

View source on GitHub Download repo ZIP

claudeclaude-codecompliancefinancefinancial-servicesskillswealth-management

Install in seconds

Install Client Disclosures

Copy Client Disclosures into your Claude Code skills folder. Run the command in your terminal, or review the source on GitHub before installing.

terminal

npx degit https://github.com/JoelLewis/finance_skills/tree/main/plugins/compliance/skills/client-disclosures ~/.claude/skills/client-disclosures

Requires Node.js. Downloads this skill only — not the rest of the repository — into your Claude Code skills folder.

Without Node.js

git clone https://github.com/JoelLewis/finance_skills.git

Clones the whole repository, then copy the skill’s own directory into your skills folder yourself.

In this catalog

Source file: plugins/compliance/skills/client-disclosures/SKILL.md in JoelLewis/finance_skills
Installs to: ~/.claude/skills/client-disclosures
Collection: One of 25 skills cataloged from this repository
Category: Writing — 1328 skills

What Client Disclosures does

Client Disclosures guides which client disclosure documents investment advisers and broker-dealers must provide and when to deliver them. Use it for Form ADV, Form CRS, prospectuses, privacy notices, account statements, and other client-facing disclosure timing questions.

Client Disclosures is cataloged under Writing on DirSkills. Client Disclosures comes from a repository tagged claude, claude-code, compliance, finance and financial-services.

Documentation

README

Excerpt

Registration information (SEC, states)
Form of organization, control persons, and ownership
Disciplinary history (criminal, regulatory, civil)
Other business activities and financial industry affiliations
Custody of client assets
Participation in client transactions
AUM and number of clients

This is the opening of the README. Read the full README on GitHub.

Frequently asked about Client Disclosures

What else does JoelLewis publish alongside Client Disclosures?
Client Disclosures is one of 25 skills that DirSkills catalogs from JoelLewis/finance_skills, the repository it ships in. Its siblings there include Account Maintenance, Account Opening Compliance and Account Opening Workflow. Each one is a separate skill with its own page in this directory, installs the same way Client Disclosures does, and is maintained by JoelLewis in that same repository. The rest of the collection is listed on the JoelLewis/finance_skills page.
How does Client Disclosures compare to other Writing skills?
Client Disclosures ranks #1108 by stars among the 1328 Writing skills in this catalog. The most-starred ones next to it are Article Writing, Social Media Content Calendar and Knowledge Comic Creator. DirSkills ranks by the star count of the repository each skill ships in, so that order reflects how popular those repositories are rather than any review of Client Disclosures against them. Open each page to compare what they document and how they install.