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Policy IV - Marketing - Customer relationship Questions and answers about the marketing of investment vehicles primarily for tax deduction purposes

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Position DOC-2008-20

Relevant on December 1, 2015

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Abstract

These questions and answers about the marketing of investment vehicles primarily for tax deduction purposes indicate the types of vehicles that can be marketed, the categories of professionals that can advise retail clients to subscribe or purchase units in authorised venture capital funds (FCPR, a FCPI or a FIP), or shares in an ISF holding company, and the rules governing the processing of orders related to unlisted shares.

Questions and answers about the marketing of investment vehicles primarily for tax deduction purposes

Position DOC-2008-20 Applicable from April 15, 2008 to November 30, 2015

These questions and answers about the marketing of investment vehicles primarily for tax deduction purposes indicate the types of vehicles that can be marketed, the categories of professionals that can advise retail clients to subscribe or purchase units in authorised venture capital funds (FCPR, a FCPI or a FIP), or shares in an ISF holding company, and the rules governing the processing of orders related to unlisted shares.

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Table des matières de la doctrine

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Head of publications: Florence Gaubert, Executive Director of AMF Communication Directorate.
Contact: Communication Directorate – Autorité des marches financiers 17 place de la Bourse – 75082 Paris cedex 02