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Policy IV - Marketing - Customer relationship Guide to drafting CIS marketing materials and distributing CISs

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Abstract

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.

Guide to drafting CIS marketing materials and distributing CISs

Position , Recommendation DOC-2011-24 Applicable from December 7, 2012 to January 7, 2015

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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Guide to drafting CIS marketing materials and distributing CISs

Position , Recommendation DOC-2011-24 Applicable from January 8, 2015 to July 22, 2015

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.

Link to the document

Guide to drafting CIS marketing materials and distributing CISs

Position , Recommendation DOC-2011-24 Applicable from July 23, 2015 to November 25, 2015

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.

Link to the document

Guide to drafting CIS marketing materials and distributing CISs

Position , Recommendation DOC-2011-24 Applicable from November 26, 2015 to March 13, 2016

The version of this document is not available in English

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Guide to drafting CIS marketing materials and distributing CISs

Position , Recommendation DOC-2011-24 Applicable from March 14, 2016 to May 25, 2016

The version of this document is not available in English

Link to the document

Guide to drafting CIS marketing materials and distributing CISs

Position , Recommendation DOC-2011-24 Applicable from May 26, 2016 to January 11, 2017

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.

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