Participating Institutions

Client Protection Certified Institutions

Client Protection Certification provides an independent and objective opinion on the implementation of a set of policies and operational practices considered necessary to provide adequate standards of care to protect financial services clients and avoid harming them.

Cerise+SPTF worked with rating agencies and sector experts to develop a new client protection certification framework. This evaluation methodology is based on the Client Protection Standards and offers a tiered system for awarding certification. Certification is awarded on three levels*: gold, silver, and bronze. Click here to read more about the new certification methodology.