Category: SPI4

The Client Protection Assessment Tool is available on CERISE website!

Client Protection Self-Assessment Tool for Financial Service Providers   Treating vulnerable clients in a responsible manner should be the bare minimum requirement for providers. This means adapting products, protecting clients from over-indebtedness, treating clients fairly and respectfully, ensuring their privacy, resolving their complaints, and using responsible transparent prices. The Client Protection Self-Assessment Tool (CP SAT)…

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How to get the most out of SPIflat?

Use SPIflat for periodic update and local data backup.   SPIflat is a macro-free Excel file that you can export from SPI (download on your computer) to conduct your SPI audit offline.   SPIflat allows you to collaborate with your team or external stakeholders, even if you do not have Internet access. It is an “input” form—it…

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Conducting remote evaluations: what an experience!

As SPM Pros (SPI qualified auditors, Client Protection assessors and trainers, TA providers) we value being in the field, organizing face-to face workshops and trainings, conducting interviews, meeting with FSPs’ staff and clients, discussing pros and cons, sharing a coffee… This is how we manage to make direct observations, get in-depth insights, and cross-check information….

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Smart Campaign’s closure – We answer your questions!

FAQ Smart Campaign’s Closure – We answer your questions about the new roles for SPTF and CERISE. Go to the FAQ online Social media is another great way to get updates on events and publications: Twitter: SPTF Twitter & CERISE Twitter LinkedIn: SPTF LinkedIn & CERISE LinkedIn.

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CERISE 2020 Annual Report

2020… What a strange year! We shared with our partners across the globe the same fears, frustrations, hopes and ambitions as we all faced the unprecedented Covid crisis. The constraints pushed us to re-invent, test and explore new forms of communication, exchange and cooperation! Ultimately, 2020 was a constructive, productive and fruitful year. Thank you,…

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