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Financial data privacy and security v1.0.0

Use this resource to design the data privacy and security program of an investment firm

New

  • 537 downloads
  • 172 likes
  • 105 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install data-privacy-security-program

With no option, the skill goes to ~/.agents/skills/; add --agent claude-code (or codex, cursor…) to target an agent.

First time: connect the CLI with

npx --yes palatekit@latest login

The agent sets out the obligations under Reg S-P (privacy notices, safeguards, breach notification), Reg S-ID (identity theft red flags) and the SEC's cybersecurity rules. It covers incident response, vendor risk management and state laws. The regulatory status is dated June 2026.

Mostly picked by

Updated November 2, 2026

Card for the “Financial data privacy and security” skill

Details

Works in
Install guides
Generates with
Your agent's model
Licence
MIT

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What you get

  • SKILL.md: Reg S-P, Reg S-ID, SEC cybersecurity rules and breach notification
  • SKILL.md: incident response, vendor management, data classification and training

Good fit for

  • A departing employee copied client data to a personal drive
  • You are choosing a cloud vendor that will host client data

Not for

    Tags

    • privacy
    • Reg S-P
    • incident
    • client data

    About

    You say

    “A former employee copied the client file to a personal drive: what are our notification obligations?”

    Card for the “Financial data privacy and security” skill

    Skill published by joellewis under the MIT license, delivered in its original version.

    Show more

    How to use it

    1. Install the skill in your agent's skills folder
    2. Ask your agent to design the data privacy and security program of an investment firm
    3. Review and adjust the result

    Content preview

    Files

    • LICENSE1 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • SKILL.md42.5 KB

    Origin and licence

    Listed unmodified

    Author
    joellewis
    Source
    github.com/joellewis/finance_skills/tree/5c498eacf7057e31238c4c5a8012a1afe9ec7c8a/plugins/compliance/skills/privacy-data-security
    Licence
    MIT

    Notice

    « privacy-data-security » (joellewis, MIT) livré dans sa version d'origine : fiche en français et en anglais par PalateKit.

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