Policy Builder is a guided skill you run inside Claude, ChatGPT, or Copilot - not a form on this page. It asks the questions a real FX policy needs answered, then writes the document, aligned to the FX Global Code.
Download the skill file below and add it to Claude, ChatGPT, or Copilot as a custom instruction / skill.
Run it. It asks about your risk appetite, hedge-ratio bands, counterparties, and approval structure - about 12 questions.
It writes the policy: risk appetite, hedge ratios, counterparty limits, treasury-committee structure, and reporting - ready to bring to your board.
See it applied - three worked examples: