CERTIFIED INSTITUTIONS

A client protection (CP) certification is an independent and objective evaluation of the extent to which a financial service provider is implementing the policies and operational practices considered necessary to protect its clients from harm.

Cerise+SPTF has worked with rating agencies and sector experts to develop a new CP certification framework that is based on the Client Protection Standards.   Within this framework, organizations can achieve one of three levels of certification (gold, silver, or bronze), and certifications are valid for three years. 

Listed below are all the organizations on the CP Pathway with an active client protection certification. For a complete list of all past and present certified organizations, click here.