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Recursos

464 resultados

Vidéo

Indicators of Financial Stress, Including Over-indebtedness

This document provides a summary of the February 2017 Outcomes Working Group meeting in which Grameen Foundation, Friendship Bridge and other share their experience identifying indicators of financial stress and over-indebtedness.

Learning Series Vidéo

CP Pathway Webinar #6

Implementing fair collection strategies

Learning Series Vidéo

CP Pathway Webinar #5

The Role of Governance

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.