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23 June 2021

Guide for writing letters to fundholders of authorised CIUs

The AMF has published a guide that sets out the main principles to be observed when writing letters to unitholders or shareholders. It stresses the need to adopt a clear and concise style that will make it easy for investors to understand.

Investor letter standard template change of an employee savings plan investment fund (FCPE)

Investor letter standard template merger of a venture capital fund (FCPR)

Investor letter standard template real estate collective investment undertaking (OPCI) merger

Investor letter standard template winding up

Investor letter standard template change of a general investment fund