RESOURCE CENTER

Annual Client Protection Report

Signatories of the Joint Statement are required to report annually on the actions they have taken during the investment process in order to drive client protection uptake (view the Guidelines for Implementing the Joint Statement).

Filling out this report is meant to be an internal benchmark — an opportunity for you to reflect on what your fund has committed to do and what progress you have made in the last year toward implementing those commitments.

Click here if you would like to view the form in an Excel format. To submit your final results, please use the online form below. 

The results will be published later this year in the same format as the previous report from 2023. 

Practical Dreamers

Cerise+SPTF are practical dreamers. Since our origins in the late 1990s-early 2000s (when inclusive finance was better known as microfinance), there has been steadily growing interest in social performance: in making sure that vulnerable low-income clients are not exploited, and that products and services help create better lives. Many organizations have published high-level principles and frameworks. Cerise+SPTF translate those aspirations into concrete, practical actions.
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Cerise+SPTF is a joint venture between SPTF | US, SPTF | Europe, and Cerise. Cerise+SPTF pursues a common strategic plan and shares resources under a Memorandum of Understanding. For legal purposes, we remain three separate entities incorporated in, and subject to the laws of, our respective home countries.