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PRI reporting framework 2020

Export Public Responses

You are in Direct - Inclusive Finance » PIIF Principle 2: Client protection

PIIF Principle 2: Client protection

IFD 11. Public endorsement of the Client Protection Principles

Possible action: 

Publicly endorse the Client Protection Principles (CPP).

11.1. Indicate if you have publicly endorsed the Client Protection Principles.

11.2. Additional information. [Optional]

We analyse all potential portfolio investees on endorsement, implementation and certification of the SMART Campaign Client Protection Principles.

IFD 12. Provide training and assistance for investees implementing the Client Protection Principles

12.1. Indicate if you provide training or assistance for your investees in implementing the Client Protection Principles and/or other client protection measures.

12.2. Additional information.

ACTIAM Impact Investing strongly encourages MFIs to endorse the CPP and to make them operational. Compliance and implementation of client protection measures is included in the loan agreement with MFIs. There is no technical assistance budget for the ACTIAM Financial Inclusion Fund or the ACTIAM-FMO SME Finance Fund. Nevertheless, our investment managers do assist MFIs in implementing the CPP through ongoing conversations with the MFIs. This is an informal process.


IFD 13. Include the Client Protection Principles in investment policies

13.1. Indicate if you include the Client Protection Principles and/or other client protection measures in your investment policies.

13.2. Indicate if this is systematically applied.

During due diligence

In covenants in loan agreements and/or in financing or shareholder agreements

13.3. Indicate if you encourage investees to apply for Client Protection Certification. [Optional]

13.4. Additional information. [Optional]