This C5 Foreign Exchange (FX) Operating Statement proof template includes all details relevant to your business in terms of FX; activities, transaction details, and internal controls.
This proof also includes:
- a description of FX products your business’ proposed financial services will relate to (e.g. FX spots, forwards, swaps, futures);
- details of the types of client your business services and/or products will be targeted to, how you will identify its target market, and how you will promote its services and/or products;
- details of the typical purpose(s) for which your clients will use its services and/or products (e.g. hedging, speculating etc.);
- details of who will be informing these clients about the risks associated with buying and selling FX products; and
- details of which Responsible Manager(s) will supervise these activities and the estimated proportion of their time these activities will take.
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