Guide en ligne
Guide GPSE
Découvrez notre Guide de Gestion de la Performance Sociale et Environnementale
En anglais
Toutes les ressources
Publications
Grameen Foundation Playbook:
The Role of Financial Institutions in Responding to Domestic Financial Abuse.
Author: Bobbi Gray - Publication Date: 04/22/2025
Read The Playbook Brief Here
Publications
2025 Regulatory Map by Deloitte Luxembourg
Deloitte Luxembourg released every year its Deloitte Regulatory Poster, which provides a visual overview of the main European regulatory developments expected over the next three years. This document is always nicely done and has the advantage of having everything in one place with the timeline.
See the 2025 Regulatory Map
Tools & Templates
Client Protection Pathway Communication Materials
Public communication materials for all stakeholders to promote the Client Protection Standards and Pathway.
Tools & Templates
Client Protection Pathway Decision Tree
Financial service providers can use this decision tree to make decisions regarding next steps on the Client Protection Pathway.
Guidelines
Collection of Resources to Join and Implement the Client Protection Pathway
This page gathers the useful resources for investors and financial services providers to join and implement de Client Protection Pathway: guidelines, templates, video tutorials, and more! The resources are mainly in English and Spanish.
Guidelines
Directrices para la Validacion por Terceros de la Proteccion al Cliente
Las Directrices son una iniciativa basada en el mercado y tienen como objetivo apoyar la transparencia en el proceso de selección de terceros. Reúnen las recomendaciones de Cerise+SPTF sobre los estándares profesionales y éticos que, en nuestra opinión, deben cumplir los evaluadores externos, junto con las cualificaciones que consideramos que deben poseer. Han sido elaboradas conjuntamente por Cerise+SPTF y el Grupo de Trabajo de Inversores Sociales, y se basan en iniciativas líderes en materia de establecimiento de estándares.
Guidelines
Guidelines for Third-Party Validation on Client Protection
The Guidelines are a market-based initiative and aim to support transparency in the third-party selection process. They bring together Cerise+SPTF’s recommendations regarding the professional and ethical standards to which we believe external reviewers should be held, along with the qualifications we believe they should possess. They have been developed as a common undertaking between Cerise+SPTF and the Social Investor Working Group, and take reference from leading standard setting initiatives.
Vidéo
Demostración para unirse al Camino de Protección al Cliente
En este vídeo, le guiamos sobre cómo unirse a nuestra red, el Camino de Protección al Cliente. Es un proceso sencillo que le llevará menos de cinco minutos. Le guiamos paso a paso, desde que hace clic en el enlace de registro hasta que envía el formulario. Al unirse, declarará su compromiso con la implementación de la protección al cliente y aparecerá en nuestra página web. No es necesario que haga nada en este momento, pero le recomendamos que vea el vídeo para obtener más información.
Vidéo
Demo to Join the Client Protection Pathway
In this video, we guide you on how to join our network, the Client Protection Pathway. It's a simple process that should take less than five minutes. We walk you through the steps, from clicking on the sign-up link to submitting the form. By joining, you will declare your commitment to implementing client protection and be listed publicly on our website. No action is required from you at this time, but please watch the video for more details.
Tools & Templates
Terms of Reference for Consulting Services to conduct assessment of Client Protection practices
These draft Terms of Reference (in Word) are for financial service providers to use when soliciting a third party (individual or agency) to assess your achievements in client protection.
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