fscharter-logo

Financial Sector

Charter Council

Guidance Notes

GN 000(a)

TRANSITIONAL PERIOD - This document outlines the scoring for financial sector companies during the transitional period.

GN 000(b)

GENERAL PRINCIPLES AND THE SCORECARD - This document is intended to provide a definition of a competent person and a guide for the Competent Person’s report on the Financial Sector Code.

GN 300

EMPLOYMENT EQUITY ELEMENT - This Guidance Note provides clarification on the measurement of Employment Equity with regards to the 40% sub-minimum.

GN 602(a)

TRANSFORMATIONAL INFRASTRUCTURE - The objective of this document is to provide a Transformational Infrastructure Municipal Index and guidance on the scoring principles.

GN 602(b)

AFFORDABLE HOUSING - The purpose of this Guidance Note is to provide the latest definition of the Affordable Housing target market.

GN 602(c)

EMPOWERMENT FINANCING - This guidance note provides clarification on the measurement of Empowerment Financing undertaken by a measured entity.

GN 800(a)

ACCESS TO FINANCIAL SERVICES (CONSUMER EDUCATION) - Consumer Education is the process of transferring knowledge and skills to consumers, future consumers and potential consumers for individual well-being and the public good.

GN 801

ACCESS TO FINANCIAL SERVICES ELEMENT (BANKS) - The purpose of this Guidance Note is to provide details on the measurement of banking access products and the associated standards.

GN 801(a)

ACCESS TO FINANCIAL SERVICES ELEMENT (GEOGRAPHIC ACCESS) - This note serves the purpose of providing guidance to the measurement of Geographic Access.

GN 801(b)

ACCESS TO FINANCIAL SERVICES ELEMENT (ELECTRONIC ACCESS) - This note serves the purpose of providing guidance to the measurement of Electronic Access.

GN 802

ACCESS TO FINANCIAL SERVICES ELEMENT (LONG-TERM INSURERS) - The purpose of this Guidance Note is to specify the minimum standards required and scoring mechanism for Access products for the Long-term Insurance industry.

GN 804

ACCESS TO FINANCIAL SERVICES ELEMENT (SHORT-TERM INSURERS) - This document outlines the Target Market and Standards for the Access products to be developed by the Short-Term Insurance Industry.