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08 September 2020

UCITS & Investment funds : UCITS - Forms & declarations

Summary

    Standard Fund Rules

    This document is Annex XV of AMF Instruction DOC-2011-19.

    Standard Articles of Incorporation

    This document is Annex XVI of AMF Instruction DOC-2011-19.

    Standard template for the prospectus

    This document is Annex XIV of AMF Instruction DOC-2011-19.

    Statistical and financial data to be filed with the Autorité des Marchés Financiers

    This document is Annex XVII of AMF Instruction DOC-2011-19.

    Creation of a french UCITS (or UCITS compartment)

    This document is Annex I of AMF Instruction DOC-2011-19.

    Authorisation application form for comparable UCITS: creation of french UCITS under the fast track process (or UCITS compartment)

    This document is Annex III of AMF Instruction DOC-2011-19.

    Content of information-sharing agreements in cross-border master/feeder arrangements

    This document is Annex I (a) of AMF Instruction DOC-2011-19.

    Letter of undertaking from the management company for the authorisation application of a French UCITS

    This document is Annex II of AMF Instruction DOC-2011-19.

    Authorisation application form for changes to a UCITS requiring pre-approval

    This document is Annex VI of AMF Instruction DOC-2011-19.

    Letter of undertaking from the management company for the authorisation application of a comparable French UCITS

    This document is Annex IV of AMF Instruction DOC-2011-19.

    Frame of reference for the undertaking signed by the management company

    This document is Annex V of AMF Instruction DOC-2011-19.

    Procedures for filling in authorisation forms for changes subject to pre-approval

    This document is Annex VI (a) of AMF Instruction DOC-2011-19.

    Authorisation form in reply to a request for further information

    This document is Annex VII of AMF Instruction DOC-2011-19

    AMF notification form for changes subject to ex-post notification

    This document is Annex VIII of AMF Instruction DOC-2011-19.

    Application form for administrative management of multiple changes subject to ex-post notification

    This document is Annex IX of AMF Instruction DOC-2011-19.

    Prime broker compliance letter template

    This document is Annex X of AMF Instruction DOC-2011-19.

    Notification form: demerger decided upon pursant to articles L. 214-7-4 and L. 214-8-7 of the Monetary and financial code

    This document is Annex XI of AMF Instruction DOC-2011-19.

    Standard template for the key investor information document (KIID)

    This document is Annex XIII of AMF Instruction DOC-2011-19.

    Notification letter to be completed for an outward passport applications

    This document is Annex XVIII of AMF Instruction DOC-2011-19.

    Form to be filled in when marketing in France UCITS established under foreign law that takes into account extra-financial criteria or when modifying the extra-financial approach of a fund already marketed (Position-recommandation - DOC-2020-03)

    This document is Annex XX of AMF Instruction DOC-2011-19.