reg-bi

reg-bi is a Privacy & regulatory compliance skill for AI agents, published by JoelLewis in the finance_skills repository on GitHub. Skillspace rates reg-bi D (68/100) and it passed the safety scan; the rating is based on static analysis only.

Analyze the broker-dealer standard of conduct under SEC Regulation Best Interest's four obligations: Disclosure, Care, Conflict of Interest, and Compliance. Owns what triggers a 'recommendation' under Reg BI and the canonical comparison of Reg BI vs FINRA suitability vs IA fiduciary duty. Use when the user asks whether a broker-dealer recommendation satisfies Reg BI, 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', or ask how Reg BI differs from suitability or fiduciary duty. (For the IA fiduciary duty itself and DOL rules, use fiduciary-standards.)

Grade

D

Quality

68 / 100

Safety

Passed

GitHub stars

151

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