Guía en línea
Guía de GDSA
Descubra nuestra Guía para la Gestión del Desempeño Social y Ambiental
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Recursos
Vidéo
Maintaining a Healthy & Productive Workforce During the COVID-19
Shares the experiences of FINCA International and Maha Agriculture with keeping employees healthy and productive during the crisis.
Learning Series
Vidéo
CP Pathway Webinar #6
Implementing fair collection strategies
Learning Series
Vidéo
CP Pathway Webinar #5
Learning Series
Vidéo
CP Pathway Webinar #4
Complaints Handling Mechanism
Learning Series
Vidéo
CP Pathway Webinar #3
Ensuring Client-level Transparency
Learning Series
Vidéo
CP Pathway Webinar #1
Overview of the new Client Protection Pathway
Learning Series
Vidéo
CP Pathway Webinar #2
Preventing Over-indebtedness – A Systems Approach
Learning Series
Vidéo
Client Protection Pathway Implementation Series
The Client Protection Pathway describes the steps that a financial service provider can take to implement the client protection practices necessary to avoid harming clients and communicate this progress to investors. The Pathway gives providers a roadmap for implementing the Client Protection Standards and helps them stay on track.
Protecting your clients is essential to your business and to their welfare, but it is not easy. At every step on the Pathway, we have resources and support ready for you. When you join the Client Protection Pathway, you join a global network of people who are committed to client protection.
Tools & Templates
SPI Online Audit Tools At A Glance
A general overview of the new 7 assessment tools of SPI Online, and two-pager descriptions to download (factsheets).
Case studies & Field examples
Esquema de Código de Conducta
Presenta un esquema de Código de Conducta que puede utilizarse como modelo.