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Pre-approved financial disclosure library v1.0.0

Use this resource to reuse financial disclosures that are already approved in your materials

New

  • 494 downloads
  • 220 likes
  • 179 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install financial-compliance-statements

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 sorts disclosures by product, channel, audience and regulation, attaches to each one its reviewer, approval date and expiry, then describes placement and typography rules. You get an up-to-date library to reuse across campaigns.

Mostly picked by

Updated November 2, 2026

Card for the “Pre-approved financial disclosure library” skill

Details

Works in
Install guides
Generates with
Your agent's model
Licence
Apache-2.0

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What you get

  • SKILL.md: disclosure taxonomy and approval metadata
  • SKILL.md: usage, localization and accessibility rules

Good fit for

  • You are building a campaign or product page that needs mandatory disclosures
  • A rate or rule change means your materials must be updated

Not for

    Tags

    • disclosures
    • compliance
    • financial

    About

    You say

    “Gather the mandatory disclosures for our consumer loans into a library, with their approval dates.”

    Card for the “Pre-approved financial disclosure library” skill

    Skill published by gtmagents under the Apache-2.0 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 reuse financial disclosures that are already approved in your materials
    3. Review and adjust the result

    Content preview

    Files

    • LICENSE11.1 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • SKILL.md1.3 KB

    Origin and licence

    Listed unmodified

    Author
    gtmagents
    Source
    github.com/gtmagents/gtm-agents/tree/78e0419f4440bcb43bc80127e174ecf5adef1753/plugins/financial-services/skills/compliance-statement-library
    Licence
    Apache-2.0

    Notice

    « compliance-statement-library » (gtmagents, Apache-2.0) livré dans sa version d'origine : fiche en français et en anglais par PalateKit.

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