What are the compliance considerations for AI-generated research?
- AI output is a draft, not advice. Review everything before it reaches a client.
- AI conversations are logged and auditable — see Is AI activity logged for compliance review?
- Your firm's marketing and advertising rules apply to anything AI helped produce exactly as they would to anything you wrote.
- Follow your own firm's policy on AI use; if you do not have one, agree it with your CCO before relying on AI output in client-facing work.