Policy Studio

Create, refine and operationalise your compliance documents

Your Documents 3

Document Title	Type	Owner	Last Modified	Status	Actions

Select a Document

Click on a document from the table above to view and edit, or create a new document to get started.

Anti-Money Laundering Policy

AML / Financial Crime

1 of 5

Complete

Draft

Status

📋

Setup

📥

Import

📝

Editor

⚡

Operationalise

✅

Approval

Select Template

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Firm Details

Firm Name *

FCA FRN *

Business Description * Brief description of regulated activities

Document Details

Document Title *

Document Owner * Name and position/SMF function

Approval Authority *

Next Review Date *

FCA expects annual review minimum

Approval not required Skip the approval workflow for manuals and forms that don't need formal sign-off

Import Document Template

Document type selected

— Firm name provided

— FCA FRN provided

— Business description provided

Document title provided

— Document owner provided

— Approval authority provided

— Next review date set

Purpose and Scope

Generate your document first to see content here.

Page 1

Bring Your Policy to Life

Anna will identify actionable commitments in your document and help you create tasks to ensure they're delivered. This is how you operationalise your compliance policies.

⚡

Click the button above to have Anna extract actionable tasks from your document

Approver Name

Approver Role

Approval Date

Approval Rationale / Comments

Approval Decision

Anna

Hi, I'm Anna!

Select a Document

Import Document Template

Purpose and Scope

Editing in Google Docs

Bring Your Policy to Life

Save as New Template

Add Custom Control

Add Sections with Anna AI

Rewrite Document with Anna AI

Change Page Orientation