11 February 2020 | Article | Act as Benchmark administrator You are a natural or legal persons located in France and you wish to act as administrators ? Find below all information to apply to an AMF’s authorisation or registration… Act as Benchmark administrator … The regulations, in short … Natural … the status of the applicant, as shown below. Category of benchmark provided Entity supervised by AMF (investment firm, … etc.) Entity not supervised by AMF At least one critical benchmark Authorisation Authorisation At least one … |
22 April 2024 | Policy | Instruction DOC-2011-19 … of risk becomes less than or equal to 20% of net assets - Benchmark X - Other information: minimum recommended holding … requires authorisation. On the other hand, a change in the benchmark sector does not require authorisation as a change … for certain types of assets, and whether the UCITS has a benchmark; * State whether the UCITS distributes or reinvests … |
22 April 2024 | Policy | Instruction DOC-2011-21 … of risk becomes less than or equal to 20% of net assets - Benchmark x Other information: recommended holding period x - … requires authorisation. On the other hand, a change in the benchmark sector does not require authorisation as a change … of risk becomes less than or equal to 20% of net assets - Benchmark x Other information: recommended holding period x - … |
22 April 2024 | Policy | Instruction DOC-2011-20 … types of risk is less than or equal to 20% of net assets - Benchmark x - Other information: recommended holding period x … to pre-approval. On the other hand, a change in the benchmark sector does not require pre-approval as a change to … types of risk is less than or equal to 20% of net assets - Benchmark x - Other information: recommended holding period x … |
22 April 2024 | Policy | Instruction DOC-2011-22 … - Investment objective and policy x (cf. Article 7) x - Benchmark x - Extension of lock-up period x (cf. Article 7) x … - Investment objective and policy x (cf. Article 7) x - Benchmark x - Extension of lock-up period x (cf. Article 7) x … - Investment objective and policy x (see Article 7) x - Benchmark x - Extension of lock-up period x (See Article 7) x … |
22 October 2019 | News | Clarifications concerning the information to be provided to investors in collective investment undertakings referring to a benchmark index On 29 March 2019 ESMA published an update of its questions and answers (Q&A) relating to the application of the UCITS Directive. This update concerns, in particular, the information to be indicated in the Key Investor Information Documents (KIIDs) of UCITS regarding how closely the UCITS track their benchmark index. The AMF takes stock of this…… in collective investment undertakings referring to a benchmark index … Objectives of the ESMA Q&A update … The … which have management constraints compared with their benchmark index and which could have similar performances to … to describe the UCITS' degree of freedom relative to its benchmark indicator, giving priority to a descriptive … |
10 April 2024 | Other professionals Benchmark administrators, CCPs, CSDs, trading venues, UCITS or AIF depositaries, Financial Investment Advisors, intermediaries in miscellaneous assets or data reporting service providers (DRPS): the AMF's teams will help you and you will find the information you need in this section.… Other professionals … Benchmark administrators, CCPs, CSDs, trading venues, UCITS … & RSS feeds All other professionals news … Focus on … 1. Benchmark administrators Fermer 1. You are a natural or legal … information you need about this regulation and the list of Benchmark administrators authorised or registred by the AMF … | |
10 April 2024 | Investment services providers Do you want to provide investment services or obtain approval as a Digital Asset Service Provider (DASP) ? Do you want to make your reporting to the AMF ? You will find all the information here.… information you need about this regulation and the list of Benchmark administrators authorised or registred by the AMF … | |
10 April 2024 | Management companies Are you a European investment management company wishing to manage French UCITS or AIFs or open a branch in France? Are you a French or foreign investment management company wishing to market UCITS or AIFs in France? The AMF's teams will help you and you will find the information you need in this section.… information you need about this regulation and the list of Benchmark administrators authorised or registred by the AMF … | |
18 December 2019 | News | Critical benchmarks: the AMF encourages French users to prepare for transition to new risk-free rates Following the implementation of the Benchmark Regulation (BMR) and the recommendations of the Financial Stability Board, some major interbank market benchmarks are expected to disappear in the coming years. Users must now prepare the various steps necessary for a gradual transition to alternative benchmarks.… for transition to new risk-free rates … The European Benchmark Regulation (BMR), which came into force on 1 … for the provision of benchmarks, the contribution to a benchmark and the use of a benchmark within the European Union. This regulation defines … |
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