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Policy III - Providers Authorisation procedure for investment management companies, disclosure obligations and passporting

Abstract

The AMF gives details of the autorisation procedures and process for investment management companies, certain disclosure obligations and passporting procedures for French investment management companies and foreign management companies.

Forms - Management company authorisation & changes : Annexes 1.1 to 4 of AMF Instruction DOC-2008-03

Forms - Management company passports : Annexes 6.1 to 6.3 of AMF Instruction DOC-2008-03

Forms - Threshold breaches by management companies : Annex 5 of AMF Instruction DOC-2008-03

Authorisation procedure for investment management companies, disclosure obligations and passporting

Instruction DOC-2008-03 Applicable from January 10, 2014 to June 26, 2014

The AMF gives details of the autorisation procedures and process for investment management companies, certain disclosure obligations and passporting procedures for French investment management companies and foreign management companies.

Link to the document

Table des matières de la doctrine

Legal information
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