FX Toolkit
FX 101 Course
FX Exposure Tool
Price checker
Business Case
KYB: Questions
Hedging Policy
Speak to an expert
Welcome to your FX Survival Toolkit.
Congratulations on taking the initiative to tackle FX risk! Currency markets can feel like hostile terrain — unpredictable, volatile, and unforgiving. Just like a survivalist wouldn’t venture into the wild without a compass, knife, and fire starter, your business shouldn’t face FX risk without the right tools and strategies.
The FX Survival Toolkit is your essential gear for navigating financial uncertainty.
Step 01
Start with the essentials of FX risk, with short lessons that explain how currency exposure works, why volatility matters, and the strategies companies use to protect themselves. This will give you the foundation to move confidently through the toolkit.
Step 02
Try the FX exposure tool. Quickly input your expected cash flows and get a personalised FX exposure report. See how exposed you are across different currency pairs, the potential upside or downside of doing nothing, and how hedging could reduce volatility and protect your business outcomes.
Step 03
If you already have an FX provider, input the details of a recent trade and we’ll tell you what you’re being offered against transparent market benchmarks. See whether you’re paying a fair price or leaving money on the table with your current provider.
Step 04
Once you’ve identified your FX exposure and explored your options, the Business Case Template helps you package those insights into a clear, professional presentation that shows potential outcomes, financial impact, and recommended actions — making it easy to secure board approval and move from analysis to execution.
Step 05
Know your broker. A practical checklist of must-ask questions to use when speaking with banks, brokers, or fintech providers, helping you cut through sales pitches and evaluate partners with confidence before committing.
Step 06
Finally, a ready-to-use framework that sets out your company’s FX hedging principles and governance, helping you align stakeholders, demonstrate discipline to investors, and create clarity around how risk will be managed.
Welcome to your FX Survival Toolkit.
Congratulations on taking the initiative to tackle FX risk! Currency markets can feel like hostile terrain — unpredictable, volatile, and unforgiving. Just like a survivalist wouldn’t venture into the wild without a compass, knife, and fire starter, your business shouldn’t face FX risk without the right tools and strategies.
The FX Survival Toolkit is your essential gear for navigating financial uncertainty.
Step 01
Start with the essentials of FX risk, with short lessons that explain how currency exposure works, why volatility matters, and the strategies companies use to protect themselves. This will give you the foundation to move confidently through the toolkit.
Step 02
Try the FX exposure tool. Quickly input your expected cash flows and get a personalised FX exposure report. See how exposed you are across different currency pairs, the potential upside or downside of doing nothing, and how hedging could reduce volatility and protect your business outcomes.
Step 03
If you already have an FX provider, input the details of a recent trade and we’ll tell you what you’re being offered against transparent market benchmarks. See whether you’re paying a fair price or leaving money on the table with your current provider.
Step 04
Once you’ve identified your FX exposure and explored your options, the Business Case Template helps you package those insights into a clear, professional presentation that shows potential outcomes, financial impact, and recommended actions — making it easy to secure board approval and move from analysis to execution.
Step 05
Know your broker. A practical checklist of must-ask questions to use when speaking with banks, brokers, or fintech providers, helping you cut through sales pitches and evaluate partners with confidence before committing.
Step 06
Finally, a ready-to-use framework that sets out your company’s FX hedging principles and governance, helping you align stakeholders, demonstrate discipline to investors, and create clarity around how risk will be managed.