Merci de désactiver le bloqueurs de pub pour visualiser cette vidéo.
Summary of SPOT inspections on the monitoring of funds (UCITS, AIF) investment ratios, and of related compensation and claims
Summary of SPOT inspections on the monitoring of funds (UCITS, AIF) investment ratios, and of related compensation and claims
An investment ratio is a limit that a portfolio asset management company (AMC) is obliged not to exceed when managing a fund, and to correct as quickly as possible if it is nevertheless exceeded. An investment ratio, which is set out in the rules or contractual documentation, must be complied with at all times. It may be financial or non-financial in nature.
Keywords
On the same topic
07 May 2026
The Autorité des Marchés Financiers (AMF) has approved the updated ‘Provisions’ of the AFG Code of Ethics for Third-Party Asset Management and extended these to all… The Autorité des Marchés Financiers (AMF) has approved the updated ‘Provisions’ of the AFG Code of Ethics for Third-Party Asset Management and extended these to all investment services providers
28 April 2026
Fees for financial investments continue to decline, particularly those for mutual funds Fees for financial investments continue to decline, particularly those for mutual funds
28 April 2026
AMF Household Savings Newsletter - No.65 - April 2026 AMF Household Savings Newsletter - No.65 - April 2026