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Policy IV - Marketing - Customer relationship Guide to UCITS and AIF marketing regimes in France

Abstract

Position DOC-2014-04 provides explanations on the definition of marketing in France of units or shares of UCITS and AIFs, and describes the various regimes applicable to marketing of such entities in France.

Authorisation procedures, preparation of a KIID and a prospectus and periodic reporting for French and foreign UCITS marketed in France

Catalogue of French statutory and regulatory measures applicable to the marketing of shares or units in foreign UCITS in France

Guide to UCITS and AIF marketing regimes in France

Position DOC-2014-04 Applicable from June 30, 2014 to June 25, 2015

Position DOC-2014-04 provides explanations on the definition of marketing in France of units or shares of UCITs and AIFs, and describes the various regimes applicable to marketing of such entities in France

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Guide to UCITS and AIF marketing regimes in France

Position DOC-2014-04 Applicable from June 26, 2015 to July 3, 2016

Position DOC-2014-04 provides explanations on the definition of marketing in France of units or shares of UCITs and AIFs, and describes the various regimes applicable to marketing of such entities in France

Link to the document

Guide to UCITS and AIF marketing regimes in France

Position DOC-2014-04 Applicable from July 4, 2016 to March 14, 2017

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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