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Guide GPSE

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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

Outline for a Code of Conduct

Provides a simple outline for a Code of Conduct that can be used as a template.

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.