Detailed Guidance on the Client Protection Principles

Putting the Principles to Work

This detailed guidance provides further detail on each of the Client Protection Principles (CPPs). The guidance begins with a general discussion of each principle and then discusses product-specific applications as the principle applies to credit, savings, payment services, and insurance. This guidance note was originally developed under the auspice of the Smart Campaign, a global initiative led by CFI that worked to create an environment in which financial services are delivered safely and responsibly to low-income clients.

Stay informed. Subscribe to our newsletter.