09 September 2024 | AMF news release | The Autorité des Marchés Financiers (AMF) signs #JamaisSansElles Charter The AMF is strengthening its commitment to gender equality by signing an ambitious charter co-constructed with #JamaisSansElles.… in favour of professional equality, and positions us as a benchmark on these issues which are particularly valuable to … |
08 August 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 … | |
08 August 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 June 2024 | Ombudsman’s Blog | UCITS: when a fund's outperformance gives rise to a significant increase in fees The fees associated with undertakings for collective investment in transferable securities (UCITS) often raise questions from investors, who are not always fully aware, at the time of subscription, of the potential fees associated with their investment.Given the wide range of fees that exist, it is crucial to understand the costs and fees that may…… Mr W had invested, it saw that the fund outperformed its benchmark by 28% in 2020 (whereas this outperformance was … years. In 2020, as the fund had outperformed its benchmark index, a 20% outperformance commission was charged … More specifically, if a UCITS underperforms its benchmark index in a given year, a mechanism now exists … |
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 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 - … |
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 … | |
28 March 2024 | Policy | Instruction DOC-2011-23 - … types of risk is less than or equal to 20% of net assets - Benchmark x - Debt policy x (see article 7) x x Other … types of risk is less than or equal to 20% of net assets - Benchmark x - Debt policy x (see Article 7) x x Other … |
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