Conflicts Of Interest

Evaluate whether the substance of fee and cost disclosures is complete, accurate, and not misleading across advisory, brokerage, fund, and retirement plan contexts. Use when the user asks whether Form ADV Item 5 fee content is adequate, prospectus fee table format, Reg BI cost disclosure content, 12b-1 fee transparency, revenue sharing arrangements, wrap fee program cost-effectiveness, or ERISA 408(b)(2)/404a-5 fee disclosure content. Also trigger when users mention 'hidden fees', 'total cost to the client', 'are we disclosing all layers of fees', 'expense ratio comparison', 'fee billing in advance vs arrears', 'share class selection', or 'indirect compensation'. (For which disclosure documents must exist and when they are delivered, use client-disclosures.)

Configure network security groups and firewall rules to control inbound/outbound traffic and implement network segmentation.

OMC agent catalog, available tools, team pipeline routing, commit protocol, and skills registry. Auto-loads when delegating to agents, using OMC tools, orchestrating teams, making commits, or invoking skills.

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.)

Implement, review, or improve CloudKit and iCloud sync in iOS/macOS apps. Use when working with CKContainer, CKRecord, CKQuery, CKSubscription, CKSyncEngine, CKShare, NSUbiquitousKeyValueStore, or iCloud Drive file coordination; when syncing SwiftData models via ModelConfiguration with cloudKitDatabase; when handling CKError codes for conflict resolution, network failures, or quota limits; or when checking iCloud account status before performing sync operations.

Converts architecture descriptions, module specs, or workflow docs into Mermaid diagrams. Use when visualizing brick module relationships, workflows (DDD, investigation), or system architecture. Supports: flowcharts, sequence diagrams, class diagrams, state machines, entity relationship diagrams, and Gantt charts. Generates valid Mermaid syntax for embedding in markdown docs.