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Policy Documentation

Turn a policy formation result into a finalised, signed PDF without ever leaving the platform. Six editable sections, completion tracking, dompdf rendering, and queued email delivery with the policy attached or linked from S3.

Inside the module

01.Six pre-populated sections with completion tracker
02.Editable in-place; finalise to lock the document
03.Generated via dompdf, locally attached or S3-linked emails

Request a demo Back to Planning

00Live preview

Your policy, as a real document.

Six sections, auto-populated from Policy Formation where possible, editable in place, and finalised as a signed PDF, without leaving the platform.

Hedging Policy Document

Vantex Capital · Review each section, then finalize to generate a PDF

Draft

Policy:

Default PolicySummer 2026

New Policy

DocumentHistory(4)

04040506

34 of 6 sections complete

01

Summary of Exposure

Auto-populated

Vantex Capital holds material EUR-denominated obligations across Q3 2026, with a net buy exposure of €6.8M against a forecast pipeline weighted toward European supplier contracts. Current hedge coverage stands at 62% via vanilla forwards.

02

Business & Competitive Marketplace

Describe your business, the competitive marketplace you operate in, and why competitors' FX activity affects your hedging strategy.

Required

We operate as a mid-market discretionary buyer in a sector where peers settle invoices in USD and EUR within 30–60 days. Competitor FX exposure indirectly affects landed cost; a 2σ EUR/USD move materially compresses our

03

Suggested Hedging Style

Auto-populated

A layered forward programme is recommended, with 75% of forecast notional hedged via vanilla forwards on a rolling 6-month basis. Residual 25% exposure remains unhedged to capture favourable spot moves while staying inside the board-approved risk envelope.

Finalize & Generate PDFSave Draft

Finalizing will generate and store a PDF for download and email.

01How it works

From input to outcome, in four steps.

Each card lights up in turn. The full cycle takes twelve seconds, about how long it takes a dealer to walk a client through the same flow.

01

Upload

Drop a broker confirmation in any format.

02

Parse

AI extracts every leg, barrier and premium.

03

Review

Dealer confirms with a confidence-scored UI.

04

Book

Trade lands in the ledger with full audit trail.

035 more in Planning

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Hedge Simulator

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Back Testing

Replay your past trades against benchmark rates. Monthly and cumulative P&L, side by side.

04Talk to the desk

See Policy Documentation on real treasury data.

Twenty minutes, no setup required. Bring your own book and we'll walk through Policy Documentation live, alongside the rest of HedgePoint.