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Case studies & Field examples

How Unauthorized Data Sharing Can Hurt Your Institution

Fictionalized story based on real events in India that demonstrate the risks of using client data and images without consent

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Tools & Templates

Sample Data Privacy Agreement and Sample Privacy Agreement

Example of a privacy statement and data privacy agreement that can be adapted to local laws and norms.

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Tools & Templates

Sample Consent Form for Sharing Client Data

Example of a client consent form for use of data.

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Case studies & Field examples

Codes of Ethics: Examples from Fundaci贸n Paraguaya--Spanish

Provides an example of a code of ethics from Fundaci贸n Paraguaya.

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Case studies & Field examples

Responding to Client Complaints at Tameer Bank, Pakistan

Case example describing Tameer Bank's experience setting up and operating a Customer Service Unit to respond to client questions and complaints.

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Case studies & Field examples

Mechanism for complaint resolution (Svasti Microfinance, India)

This document is an excerpt from a training for branch managers on the Customer Grievance Redress system for Svasti Microfinance in Inda. It includes a flowchart describing the way the complaint is handled depending on the nature and content of the complaint.

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Case studies & Field examples

Customized IT at Caja Morelia Safeguards Client Data

Provides an overview of Caja Morelia's experience designing a customized IT system which, among other things, protects client data.

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Case studies & Field examples

FINCA Azerbaijan Protecting client privacy, increasing client trust

Describes FINCA Azerbaijan's client data privacy system including secure storage and protocols for physical files, data use disclosures, client consent, confidentiality requirements, staff training and digital data security protocols.

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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.

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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.

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