We are updating the policy template library to make policies clearer, shorter, and easier to follow. The new format focuses on obligations, procedures, and regulatory requirements, with extra background content removed.
Updated policies will be released gradually throughout 2026. When a policy is updated, you should replace any older versions.
What’s changing
The updated policies include new customisation points, such as:
Personalised fields (where you enter your firm’s details)
Applicability toggles (where you select relevant options)
These will be managed in the Getting Started Wizard in a future release.
📌Note: Until this is available, you should use the customisation guides in the Help Centre to complete your policy updates.
Use the customisation guides
Each guide lists all the areas in a policy that need your input.
Each customisation point is shown as a card and includes:
Field name – the placeholder shown in the policy (in square brackets)
Policy section – where it appears in the document
Type – personalised field or applicability toggle
Question – what you need to answer
Guidance – what to include, with examples
Options – for toggles, the available selections
Use this information to identify what your firm needs to complete.
Edit your policy
Follow these steps to update your policy:
Open the relevant customisation guide alongside your policy
Review the policy to understand the content
Select Manage personalised fields
Enter your answers into the Value of the personalised field box
Repeat for all required fields
Preview your changes
Click Preview
Check how your updates appear in the final document
What happens next
As updated policies are released:
The version number will reflect the latest update
You should replace older versions with the new one
📌Note: Using the guides now ensures your policies are ready until the Getting Started Wizard supports these updates automatically.