22 April 2024 | Policy | Instruction DOC-2011-20 … must submit the list of its auditing assignments in collective investments and management companies, along with the dates of … x x - Change in the holding threshold of French collective investments, UCITS incorporated under foreign law, … |
22 April 2024 | Policy | Instruction DOC-2011-22 … must submit the list of its auditing assignments in collective investments and management companies, together with the date … where relevant, retail private equity investment funds or collective investments referred to in Article 311-1 A or … |
22 April 2024 | Policy | Instruction DOC-2012-06 … must submit the list of its auditing assignments in collective investments and management companies together with the date … been disclosed to the AMF as part of establishing another collective investment. If the auditor is not known to the … |
22 April 2024 | Policy | Instruction DOC-2011-19 … two types of changes that can occur during the life of a collective investment scheme: those subject to pre-approval … (For example, a UCITS denominated in EUR cannot hold investments denominated in USD that are not hedged against … EUR/USD exchange risk); 12. Limit its investment in other collective investment schemes to those that comply with the … |
22 April 2024 | Policy | Instruction DOC-2011-21 … must submit the list of its auditing assignments in collective investments and asset management companies, along with the … must submit the list of its auditing assignments in collective investments and asset management companies, along … |
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.… … Image illustrant un sondage The French and responsible investments - July 2023 The AMF publishes the results of its … perception and interest of French people in responsible investments. Detailed results HOUSEHOLD SAVINGS OBSERVATORY … term investment … Savings protection … Fees … Shares … Collective investments … |
15 April 2024 | News | Less expensive investment funds for savers in 2023 according to the AMF's Household Savings Newsletter Since 2012, the Autorité des marchés financiers (AMF) has noted a downward trend in fees applied to individual investments. In 2023, the decline in fund fees continued. It mainly concerns equity funds and diversified funds.… equity funds fell from 2.3% to 1.5%. With regard to direct investments, via the internet, in shares listed on Euronext … has noted a downward trend in fees applied to individual investments. In 2023, the decline in fund fees continued. It … to the AMF's Household Savings Newsletter … Fees … Collective investments … Shares … ETF … |
15 April 2024 | Household Savings Newsletter | AMF Household Savings Newsletter - No.56 - April 2024 As it does every year, the AMF provides an update on the evolution of financial investment fees, for direct investments in shares (prices displayed on 1 January 2024) and for funds (ongoing charges applied in 2022 and 2023). For equity and balanced funds, the trend is downward.… on the evolution of financial investment fees, for direct investments in shares (prices displayed on 1 January 2024) … on the evolution of financial investment fees, for direct investments in shares (prices displayed on 1 January 2024) … Household Savings Newsletter - No.56 - April 2024 … Fees … Collective investments … Shares … |
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.… changes to authorisation and declaration processes for collective investments Following the approval of the amendments to its … and as part of the launch of the ROSA extranet for collective investments, the Autorité des Marchés Financiers … | |
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.… changes to authorisation and declaration processes for collective investments Following the approval of the amendments to its … and as part of the launch of the ROSA extranet for collective investments, the Autorité des Marchés Financiers … |
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