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Titre clair et concis du tableau23 May 2022 | AMF news release | The AMF publishes a summary of its findings regarding the costs and fees of UCITS marketed to retail investors As part of a European supervision exercise, the AMF examined the practices of asset managers concerning the definition and monitoring of the costs and fees related to UCITS management. The AMF announces changes to its General Regulation and its policy on turnover fees and fund marketing. collective investments are likely to be suitable for their client's profile. Regarding the SPOT controls |
23 May 2022 | News | The AMF updates its policy on funds with high fees Following the Common Supervisory Action (CSA) on the practices of portfolio asset management companies with regard to management costs and fees, the AMF has reviewed the marketing of active funds that are close to their benchmark and passive funds with high fees, and has decided to upgrade its policy in order to specify the requirements applicable… to investors in collective investment undertakings referring to a benchmark index issued a news release |
05 May 2022 | News | War in Ukraine: the AMF alerts asset management companies In the wake of the current situation in Ukraine and the various economic sanctions imposed by the European Union among others, the AMF calls on asset management companies to be vigilant in several areas. . In view of the provisions applicable to the valuation of collective investments, the use of "frozen |
05 April 2022 | News | The AMF updates its policy on portfolio asset management company control systems and programmes of operations The AMF has updated its policy in order to clarify its expectations in light of a summary of SPOT inspections on the outsourcing of internal control in portfolio asset management companies. It has also updated the policy on the authorisation of portfolio asset management companies to take account of the rollout of the ROSA extranet and the… collective investments has been updated: To reflect the rollout of the ROSA extranet, a new tool |
21 March 2022 | Policy | Position - Recommendation DOC-2014-06 management businesses and to the sale of collective investments; - provide training to the relevant people |
21 March 2022 | Policy | Position - Recommendation DOC-2012-19 for asset management companies and self-managed collective investments Programme of operations guide |
21 March 2022 | Policy | Instruction DOC-2012-01 Collective investment undertaking management activities and discretionary portfolio management investment services are subject to specific risk management organisation rules (counterparty, liquidity and market risks and operational risk). The instruction DOC-2012-01 defines the permanent risk management function, the procedures for delegation to… that are likely to modify the risk profile of the investments or the strategy of the collective investment |
11 March 2022 | Ombudsman’s Blog | Not being able to subscribe to a fund does not necessarily imply a refusal to sell Some funds are strictly reserved for professional clients, and clients who do not meet the subscription conditions required by the fund cannot acquire units, even if they want to. It is this particular case that I will present to you in this month's issue. … to a fund does not necessarily imply a refusal to sell … Collective investments … |
08 March 2022 | 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. , particularly with regard to equity investments. For this fifth edition, 2.000 French people aged 18 and over |
24 February 2022 | Household Savings Newsletter | AMF Household Savings Newsletter - No. 47 - February 2022 The AMF monitors the fees charged to stock market investors. Last observations show that there has been a moderate downward trend in fees, for orders in equities placed over the internet, as well as for funds annual fees. … Household Savings Newsletter - No. 47 - February 2022 … Collective investments … Shares … Long term investment … |
