Client Protection Certification

The Client Protection Certification is an independent, third party evaluation to publicly recognize financial institutions that meet adequate standards of care to implement all of the Client Protection Principles throughout its operations, product offerings and treatment of clients

Name of Parent Organization

MicroFinanza Rating (MFR)

Name of Resource

Owner, Founder, or Sponsor

SMART Campaign

Year Founded

2012

Typical Use Case

There two users: financial institutions and investors. Type 1 - financial institutions: Improve client protection policies and practices during the certification process; demonstrate sound client protection to clients, funders, regulators and the general public; get a public mark of achievement and differentiate as a pro-consumer financial institution. Type 2 - investors: decrease their reputation risk, improve the client protection practices among the investees of a given portfolio.

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