PFS Handbook

Procedures · SOPs · Work instructions

Foundation · Phase 0

The firm's source of truth for how we do things.

PFS Handbook is the single source of truth for the policies, procedures, and SOPs staff execute every day — with version history, approvals, attestations, and an AI assistant that never invents an answer.

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For staff

Read, search, ask

Find any procedure in seconds. Ask the AI assistant — answers cite the section they came from. Never invented, never out of date.

For authors

Draft, review, publish

Sectioned rich-text editor, collaborators, comments, multi-stage approvals, version diffs, scheduled reviews. Every change recorded.

For compliance

Evidence on demand

Tamper-evident PDF packs with SHA-256. Attestation records. Append-only audit log. Built for FCA and DORA inspection.

Roadmap

Eight phases. No shortcuts.

  1. Governance & foundation

    Queued

    Complete. AGENTS.md, ADRs 0000–0006, Noir & Gold tokens, domain skeletons.

  2. Editorial core

    In progress

    Categories, drafts, section editor, audit log — all live.

  3. Staff reading surface

    In progress

    /handbook index and reader live. Search lands next.

  4. Versions & approvals

    Queued

    After Phase 2.1.

  5. AI staff assistant

    Queued

    After Phase 3.

  6. Evidence & attestations

    Queued

    After Phase 4.

  7. Hub enrolment

    Queued

    After Phase 5.

  8. Hardening & Live release

    Queued

    Final.