Launching The Client Protection Pathway

SPTF and CERISE are thrilled to launch the Client Protection Pathway, a new initiative to support financial service providers (FSPs) to implement client protection.

Whether an FSP is just getting familiar with client protection, or has been committed to client protection for years, the Client Protection Pathway will be a valuable resource for their next steps!

Here’s how the Client Protection Pathway can benefit financial service providers: 

  1. All financial service providers are invited to join our industry-wide list, FSPs Committed to Client Protection. We expect that within a matter of months, this list will be the industry’s main way of distinguishing the FSPs that are truly committed to client protection. In particular, funders have requested this list as an easy way to identify committed providers.
  1. After joining the CP Pathway, take the next step. Each provider’s journey toward client protection excellence will be unique. This simple decision tree helps orient an organization toward its next steps. Check out our page Resources for Every Step for even more ideas.

Joining the CP Pathway is completely free of cost. We are offering it to all financial service providers because only through collective action can we ensure the stability and vitality of the industry.  No single provider can do this alone and we urge global participation.

Questions? We would love to hear from you! Email us at