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- Position - Recommendation DOC-2011-24
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Du 02 février 2022 au 15 février 2023 | Position - Recommendation DOC-2011-24
This guide outlines the behaviours to be adopted and the bad practice which is prohibited when drafting CIS marketing materials and when distributing CIS (general principles, communication on financial indexes and strategy, etc.). These provisions cover structured funds, index funds, funds using Constant Proportion Portfolio Insurance (CPPI) strategies, SOFICAs, real-estate funds and authorised venture capital funds.
Reference texts
- Article L. 533-12 of the Monetary and Financial Code (in french only)
- Article L. 533-22-2-1 of the Monetary and Financial Code (in french only)
- Article L. 541-8-1 of the Monetary and Financial Code (in french only)
- Article 325-12 of the General Regulation
- Article 411-126 of the General Regulation
- Article 421-25 of the General Regulation
- Article 4 of Regulation (EU) 2019/1156 of the European Parliament and of the Council of 20 June 2019
Du 16 mars 2021 au 01 février 2022 | Position - Recommendation DOC-2011-24
This guide outlines the behaviours to be adopted and the bad practice which is prohibited when drafting CIS marketing materials and when distributing CIS (general principles, communication on financial indexes and strategy, etc.). These provisions cover structured funds, index funds, funds using Constant Proportion Portfolio Insurance (CPPI) strategies, SOFICAs, real-estate funds and authorised venture capital funds.
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Du 17 juillet 2020 au 15 mars 2021 | Position - Recommendation DOC-2011-24
This page is not available in English at the moment
Du 03 janvier 2019 au 16 juillet 2020 | Position - Recommendation DOC-2011-24
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Du 22 janvier 2018 au 02 janvier 2019 | Position - Recommendation DOC-2011-24
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Du 01 janvier 2018 au 21 janvier 2018 | Position - Recommendation DOC-2011-24
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Du 12 janvier 2017 au 31 décembre 2017 | Position - Recommendation DOC-2011-24
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Du 26 mai 2016 au 11 janvier 2017 | Position - Recommendation DOC-2011-24
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Du 14 mars 2016 au 25 mai 2016 | Position - Recommendation DOC-2011-24
The version of this document is not available in English
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Du 26 novembre 2015 au 13 mars 2016 | Position - Recommendation DOC-2011-24
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Du 23 juillet 2015 au 25 novembre 2015 | Position - Recommendation DOC-2011-24
This guide outlines the behaviours to be adopted and the bad practice which is prohibited when drafting CIS marketing materials and when distributing CIS (general principles, communication on financial indexes and strategy, etc.). These provisions cover structured funds, index funds, funds using Constant Proportion Portfolio Insurance (CPPI) strategies, SOFICAs, real-estate funds and authorised venture capital funds.
Reference texts
Du 08 janvier 2015 au 22 juillet 2015 | Position - Recommendation DOC-2011-24
This guide outlines the behaviours to be adopted and the bad practice which is prohibited when drafting CIS marketing materials and when distributing CIS (general principles, communication on financial indexes and strategy, etc.). These provisions cover structured funds, index funds, funds using Constant Proportion Portfolio Insurance (CPPI) strategies, SOFICAs, real-estate funds and authorised venture capital funds.
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Du 07 décembre 2012 au 07 janvier 2015 | Position - Recommendation DOC-2011-24
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Keywords
Head of publications: The Executive Director of AMF Communication Directorate. Contact: Communication Directorate – Autorité des marches financiers 17 place de la Bourse – 75082 Paris cedex 02