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Recursos
Training sessions & Material
Illustrations and Activities for Training Loan Officers on Customers' Rights and Responsibilities (Sahayata Micro Finance, India)
Illustrated training materials developed by Sahayata Micro Finance (India) to train loan officers on how to demonstrate respect for customer rights.
Guidelines
Responsible Treatment of Clients: Practicing Non-discrimination
Provides a rationale for non-discrimination, examples of different forms of discrimination and recommendations for addressing and preventing discrimination.
Training sessions & Material
Sample slides for training staff on Code of Conduct
Template and sample slides for a staff training on a code of conduct.
Case studies & Field examples
Code of Conduct for Collections and Collections Practices for Group Loans (Swadhaar FinServe, India)
Detailed policy regarding how employees and third parties are to approach collections under different circumstances. Includes guidance for group loans.
Case studies & Field examples
Building Institutional Culture Around a Code of Ethics at Compartamos
Case describing system of training and staff mentoring that seek to ensure alignment and adherence to code of ethics among Compartamos staff even in the face of rapid growth.
Case studies & Field examples
CreditAccess Grameen Code of Conduct for Directors and Managers
This policy specifically addresses the conduct expected of directors and managers including not accepting gifts or bribes, kickbacks, confidentiality, harrassment and nondiscrimination among other things.
Guidelines
MicroLoan Foundation Code of Ethics
Comprehensive code of ethics dealing with treatment of clients as well as prohibiting receipt of gifts, bribes and other corrupt practices.
Case studies & Field examples
Leaflet for FINCA Kyrgyzstan Clients on Rights and Responsibilities
Leaflet provided to FINCA Kyrgyzstan clients that clearly explains what employees may and may not do and how clients may complain.
Case studies & Field examples
Esquema de Código de Conducta
Presenta un esquema de Código de Conducta que puede utilizarse como modelo.
Case studies & Field examples
Building Institutional Culture Around a Code of Ethics at Compartamos ARABIC كومبارتاموس: بناء ثقافةمؤسسية حول الميثاقالأخلاقي
Case describing system of training and staff mentoring that seek to ensure alignment and adherence to code of ethics among Compartamos staff even in the face of rapid growth.