Tool: policy generatorruns in your browser
Optional. Leave blank to use "the Company".
US and UK includes matching clauses for both markets.
Set automatically for US only or UK only. Choose for US and UK.
Excess reserves as defined in the sizing guide.
When fair value exceeds the cap by this much, approvers decide whether to rebalance.
Use roles, not names. The first role is the policy owner.
See the custody guide. A single-signature wallet is not offered: we do not recommend it for a company treasury, because one device or one person becomes a single point of failure.
Adds a standing authority for fixed purchases. See the scheduled buying guide.
In the reporting currency. Used only when section 13 is included.

Illustration only. The calculator, questionnaire and policy generator produce illustrations from your own inputs. They are not recommendations. You must obtain your own official professional advice to confirm this information is correct before acting on it. Disclaimer.

Every download starts and ends with a notice that the draft must be reviewed by your own qualified advisers before adoption. If you remove either notice in the box, it is added back on download. Other edits are kept. If you change a form field afterwards, the draft is regenerated.

Education, not advice. An illustration from your own inputs, not a recommendation or a professional review. Nothing you type leaves your browser. Take your own professional advice before acting.

Tool by IoT FinancialHow it works and sources