Prompt Cards

Draft an Investment Policy Statement (IPS) builder for London private wealth linked to FX Global Code alignment plan. Include risk profile, liquidity needs, constraints, asset mix bands, review cadence. Return a fill-in template and a rebalance rule.

Write a one-page investor-relations brief for London with emphasis on OFSI sanctions screening workflow. Include KPIs, macro tailwinds/headwinds, and a Q&A block. Return as Markdown with bullet sections.

Write an operations plan in London for FCA SMCR responsibilities map and attestations corporate actions. Cover event capture, options processing, deadlines, and client notices. Return a RACI table and a daily checklist.

Build a collateral/margin management mini-spec in London for LCH clearing membership operational checklist (illustrative). Cover CSA terms, margin calls, eligible collateral, and haircuts. Return as a CSV of fields and a dispute log format.

Create a 12-slide client pitch outline in London on gilts market liquidity risk indicators. Slide titles, key proof points, and a call-to-action. Return as a table with slide_no, title, message, proof.

Write a backtest spec in London for SONIA-linked swaps collateral and discounting. Describe data splits, leakage prevention, transaction costs, and benchmark selection. Return a JSONL of test cases and acceptance criteria.

Assemble an M&A deal-room checklist suitable for London focusing on EMIR clearing & margin thresholds monitoring. Return sections: diligence tracks, red-flag logs, data-room index, and closing deliverables. Output as a numbered list and a CSV template for request lists.

Draft a risk-based KYC/AML onboarding flow for London targeting MiFID II research unbundling policy and tracking. Include PEP/sanctions screening, documentary requirements, and EDD triggers. Return a swimlane description and a control-testing checklist.

Create a 12-slide client pitch outline in New York on corporate treasury cash segmentation (operating vs reserve). Slide titles, key proof points, and a call-to-action. Return as a table with slide_no, title, message, proof.

Write a backtest spec in New York for options market-making risk guardrails (illustrative). Describe data splits, leakage prevention, transaction costs, and benchmark selection. Return a JSONL of test cases and acceptance criteria.

Assemble an M&A deal-room checklist suitable for New York focusing on SPAC/De-SPAC watchlist with signals. Return sections: diligence tracks, red-flag logs, data-room index, and closing deliverables. Output as a numbered list and a CSV template for request lists.

Draft a risk-based KYC/AML onboarding flow for New York targeting private credit term sheet comparison. Include PEP/sanctions screening, documentary requirements, and EDD triggers. Return a swimlane description and a control-testing checklist.