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Policy IV - Marketing - Customer relationship Procedure for marketing units or shares of AIFs

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Instruction DOC-2014-03

Relevant on September 25, 2017

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Abstract

Instruction DOC-2014-03 describes the procedure for marketing AIFs in France. It also specifies the procedure for marketing in another European Union Member State of AIFs managed by a French asset management company authorised under the AIFM Directive.

Notification file for marketing in France of units or shares of AIFs of the European Union (France included) managed by an asset management company authorised in France

Notification letter to be completed prior to marketing units or shares of a European Union AIF managed by an asset management company authorised in France in a European Member State other than France

Items to be attached to the file referred to in Annex 2-1 for each AIF

Authorisation application file for marketing in France of third country AIFs or AIFs managed by a manager established in a third country

Procedure for marketing units or shares of AIFs

Instruction DOC-2014-03 Applicable from June 30, 2014 to January 7, 2015

Instruction DOC-2014-03 describes the procedure for marketing AIFs in France. It also specifies the procedure for marketing in another European Union Member State of AIFs managed by a French asset management company authorised under the AIFM Directive.

Link to the document

Procedure for marketing units or shares of AIFs

Instruction DOC-2014-03 Applicable from January 8, 2015 to June 25, 2015

Instruction DOC-2014-03 describes the procedure for marketing AIFs in France. It also specifies the procedure for marketing in another European Union Member State of AIFs managed by a French asset management company authorised under the AIFM Directive.

Link to the document

Procedure for marketing units or shares of AIFs

Instruction DOC-2014-03 Applicable from June 26, 2015 to September 24, 2017

Instruction DOC-2014-03 describes the procedure for marketing AIFs in France. It also specifies the procedure for marketing in another European Union Member State of AIFs managed by a French asset management company authorised under the AIFM Directive.

Link to the document

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