FX Management Toolkit

A free toolkit designed for high-growth finance teams to identify, understand, and take control of their currency exposure. Whether you’re new to hedging or preparing a board-level plan, this toolkit makes it simple and actionable.

  • FX Hedging Policy Template

    Components

    Introduction

  • FX Hedging Policy Template

    Components

    Introduction

Video Series

FX 101 Course

A 7-part series FX crash course with Alex Bayle, an FX executive with over 20 years experience. We'll cover how FX exposure works, why volatility matters, and what hedging really means.

Designed for CFOs

Designed sepcifically for CFOs, Finance Directors, and Treasury teams at scaling businesses with international operations.

Designed for CFOs

Designed sepcifically for CFOs, Finance Directors, and Treasury teams at scaling businesses with international operations.

Designed for CFOs

Designed sepcifically for CFOs, Finance Directors, and Treasury teams at scaling businesses with international operations.

Discover

FX Exposure Tool

Input your upcoming cashflows and instantly see where your risks are by currency pair. Understand potential upside/downside for different hedging scenarios.

Calculate your exposures

Calculate your exposures

Calculate your exposures

Scenario analysis

Scenario analysis

Scenario analysis

Generate a PDF report

Generate a PDF report

Generate a PDF report

Compare

Price Checker

Enter the details of a trade with your existing FX provider, and we'll calculate and compare their rate with Bound. Use this tool to see what fair rates look like.

template

Business Case Template

A polished, editable presentation containing slides on market outlook, risks and exposures, proposed strategies, expected outcomes, implementation timelines, and more.

Board-ready, in minutes

Present your FX risks, strategy and expected outcome directly to the leadership team.

Board-ready, in minutes

Present your FX risks, strategy and expected outcome directly to the leadership team.

Board-ready, in minutes

Present your FX risks, strategy and expected outcome directly to the leadership team.

ask

KYB: Questions for your provider

KYB: Questions for your provider

KYB: Questions for your provider

Our enhanced reporting gives your finance team clear visibility, making FX management simpler.

Real-time analytics

See how your hedging programs are performing in real time.

Real-time analytics

See how your hedging programs are performing in real time.

Real-time analytics

See how your hedging programs are performing in real time.

Statements

Fully customisable account statements to view and download at your fingertips.

Statements

Fully customisable account statements to view and download at your fingertips.

Statements

Fully customisable account statements to view and download at your fingertips.

FX Hedging Policy Template

Components

Introduction

Template

Hedging Policy Template

Get a free comprehensive and customisable hedging policy template designed for Treasurers and Finance teams:

  • Choose between a 12 page Word or PDF document

  • Covers objectives, definitions, FX products, strategies, controls & monitoring and more

  • Easily tailored to the specific needs of your business