18 April 2024 | Article | AMF Household Savings Observatory The AMF’s Observatory tracks the household savings market. It monitors the evolution of preferences, attitudes and perceptions of French savers and investors. It is interested in the promotional communication regarding investments products, the fees applied and the various distribution channels.… is fully based on the OECD's recently published research report to measure the financial literacy, motivations, … data received by the AMF and on the Kantar Institute's annual survey of investment holdings. The Active Retail … 7 th edition of its Savings and Investment Barometer. This annual survey looks at French attitudes and preferences … |
12 April 2024 | Annual Report | The AMF in brief This document provides an overview of the Autorité des Marchés Financiers: its missions, strategy, governance, key figures for 2023, etc.… etc. The AMF in brief … /en/news-publications/publications/annual-reports-and-institutional-publications/amf-brief … … key figures for 2023, etc. … The AMF in brief … Annual Report … Other professionals … Candidates … Fintech … … |
28 March 2024 | Policy | Instruction DOC-2011-19 … asset breakdowns......................... 32 Article 33 – Annual … is for information purposes only The statutory auditor’s report may be submitted to the AMF no later than one month … of charge in a durable medium or on a website. The latest annual and half-yearly reports of the UCITS must be provided … |
28 March 2024 | Policy | Instruction DOC-2011-21 … des Marchés Financiers Annex XVI - Reporting form for annual statistics on employee investment undertakings 1 KIID: … is unable to meet, the management company shall draft a report to that effect and, if a new supervisory board cannot … Document (KIID), the rules and the half-yearly or annual report(s), are available to unitholders or … |
28 March 2024 | Policy | Instruction DOC-2011-23 … in the table in Article 8 or the management companies must report such changes by updating the GECO database, where … or by means of a website. The most recently published annual and half-yearly reports [of the real estate collective … and disseminating the KIID and/or prospectus, latest annual report, and periodic information document must comply … |
28 March 2024 | Policy | Position - Recommendation DOC-2012-10 … 4. Due diligence to be conducted for drafting an official report of failure to attend for an employee investment … of a capital increase has been approved by a vote of the annual general meeting. In that case, if the conditions of … purposes only 16/27 - Close of the accounts: the company's annual financial statements are approved by the company's … |
28 March 2024 | Policy | Instruction DOC-2008-03 … ........................................ 20 Article 16 - Annual statistics and internal control report … Holdings/subsidiaries of the asset management X Form C4 6 Annual disclosure: means on the anniversary of the investment … |
28 March 2024 | Policy | Position - Recommendation DOC-2011-25 … of the assets transferred to the side pocket fund; - The report justifying and detailing the terms of the demerger … strategy. In the case of equity markets yielding a annual return on investment of 7% over a five-year time … of strong rally in the equity markets, cannot set an annual performance objective of 10% on this basis alone. … |
28 March 2024 | Policy | Instruction DOC-2011-20 … or quarterly asset breakdowns .. 39 Article 33 - Annual report … affected by the changes or the management companies must report such changes by updating the GECO database, where … or by means of a website. The most recently published annual and half-yearly reports of the fund shall be delivered … |
28 March 2024 | Policy | Instruction DOC-2012-06 … 12 Article 18 - Half-yearly report and half-yearly asset composition … 13 Article 19 - Annual report … des Marchés Financiers Annex VIII – Reporting form for annual statistics on professional private equity funds This … the case of a professional private equity fund, the latest annual report and the most recent asset composition must be … |
Head of publications: The Executive Director of AMF Communication Directorate. Contact: Communication Directorate – Autorité des marches financiers 17 place de la Bourse – 75082 Paris cedex 02