Keeping clients first in financial inclusion
Client Protection Pathway
The Client Protection Assessment Tool and Standards
In February 2022, CERISE+SPTF released an updated version of the Universal Standards. The Client Protection Standards are fully integrated in the dimensions of the Universal Standards. For those interested in seeing only the Client Protection Standards, we have also organised them as an Annex to the Universal Standards, presented within the structure of the eight Client Protection Standards (learn more).
Download the Client Protection Standards v3.0 in your preferred language: English; French; Spanish
Evaluate your organization’s performance against the Client Protection Standards v3.0.:
- The Client Protection Self-Assessment Tool (CP SAT v3.3.2 beta)
- Video for a guided tour of the tool (in English)
Frequently Asked Questions
If you have questions or concerns about the new CERISE+SPTF Client Protection Pathway, please visit this FAQ or contact email@example.com.