Guidelines for Implementing the Joint Statement

Final Version:

Past Versions:

  • None at this time

These guidelines propose a set of minimum actions investors can take to drive implementation of client protection standards among investees, as well as examples of implementation. Signatories of the joint statement (who have committed to reporting what actions they have taken during the investment process to drive client protection uptake) will find these guidelines particularly useful.

This document was developed in close cooperation over many months by asset managers and investors in the financial inclusion industry.  

We particularly wish to thank for their active sub-group contributions Christophe Bochatay of Triple Jump, Chiara Pescatori of LMDF, Edouard Sers of Grameen Crédit Agricole Foundation, Frank Streppel and Tatiana Kalinina of Triodos, and Gaëlle Guignard of Incofin, 

If you have any questions about this document, please contact Anne-Laure Behaghel at annelaure@sptfnetwork.org.