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Found 3 Skills
Guide regulatory filing obligations and deadlines for investment advisers, broker-dealers, and large traders. Use when the user asks about Form PF filing thresholds, 13F institutional holdings reports, 13H large trader filings, Form ADV amendment timing, FOCUS report preparation, blue sheet requests, CAT reporting infrastructure, or FINRA short interest and TRACE reporting. Also trigger when users mention 'filing deadline calendar', 'do we need to file Form PF', 'crossed the $100M 13F threshold', 'annual updating amendment', 'CAT clock synchronization', 'how to respond to a blue sheet request', 'FOCUS report errors', or ask which regulatory filings a firm must make and when.
Reporting framework for monitoring trust, sentiment, and regulator-facing KPIs.
Guides actuarial work for insurance and reinsurance—pricing and rate adequacy, reserving and IBNR, loss development and triangles, mortality/morbidity and lapse assumptions, experience studies and credibility, capital and risk metrics at overview level, product design tradeoffs (life, health, P&C, annuity), and regulatory reporting concepts (NAIC, IFRS 17, Solvency II overview—not legal advice). Use when the user mentions actuary, actuarial, IBNR, loss development, reserve analysis, mortality table, pricing insurance, experience study, IFRS 17, loss ratio, combined ratio, credibility, or asks for assumption documentation and model governance for insurance products—not generic FP&A (financial-analyst), investment banking valuation (comps-analysis, dcf-model), legal policy interpretation (commercial-counsel), clinical trials, software-only implementation (senior-software-engineer), or broad GRC without actuarial models (compliance-engineer).