The Fee Disclosure skill provides deep domain expertise for financial services professionals and developers to ensure alignment with SEC, FINRA, and ERISA regulations. It offers structured guidance on Form ADV Item 5, Reg BI cost obligations, and standardized prospectus fee tables, helping users identify hidden costs, evaluate revenue-sharing arrangements, and close disclosure gaps. This skill is essential for maintaining transparency in complex financial products, assessing wrap fee cost-effectiveness, and managing the fiduciary duties associated with share class selection.
主要功能
01Evaluates Reg BI cost disclosure obligations for broker-dealers
02Reviews mutual fund and ETF prospectus fee table standardized formats
0318 GitHub stars
04Identifies conflicts in 12b-1 fees and revenue-sharing arrangements
05Assesses ERISA 408(b)(2) and 404a-5 retirement plan disclosures
06Analyzes Form ADV Part 2A and Form CRS fee transparency requirements
