14 March 2024 | News | Combatting money laundering and terrorist financing: AMF applies two sets of European Banking Authority guidelines The AMF has updated its Position 2019-14 on risk factors and published a new Position 2024-02 on the provision of access to financial services to take account of two sets of EBA guidelines. … money laundering and terrorist financing, including collective investment management companies, collective investments and financial investment advisers. … Read more … … |
06 March 2024 | Ombudsman’s Blog | SCPI: A redemption request, even if in order, may be executed within an indefinite period of time In order for a redemption request from an SCPI unitholder to be processed, the latter must first submit a request that is complete and in order to the investment management company. However, even if it is complete, if the investor has a direct holding, the request can only be executed if the secondary market for the units so permits, and may… … estate directly. SCPI are unlisted firms in the form of collective investment undertakings whose purpose is to invest … within an indefinite period of time … Asset management … Collective investments … |
20 February 2024 | Article | The AMF Board The Board is the AMF’s main decision-making and prosecuting authority It has 16 members drawn from a broad variety of backgrounds. This multidisciplinarity ensures that it has the technical and legal expertise needed to carry out its tasks. … companies (without which they cannot do business) or collective investment products (without which they cannot be … Head of the Energy, Mines and Telecoms Office of the State Investments Department. In 1997, she joined the French … He has been a member of the National Commission for Collective Bargaining, Employment and Vocational Training … |
25 January 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 … |
25 January 2024 | News | Entry into force of the revised European Long-Term Investment Fund Regulation (ELTIF 2) - AMF clarifies fund authorisation requirements The ELTIF 2 Regulation enters into force on 10 January 2024. In light of this, the Autorité des marchés financiers (AMF) is updating the form for the authorisation of existing or newly created funds as ELTIFs.It also sets out the conditions for taking advantage of the option offered by French law to encourage the development of ELTIFs, whereby… … invest in assets that favour the financing of long-term investments in the real economy, in line with the European … French Law on Green Industry allows certain real estate collective investment undertakings (OPCIs) and certain retail … the development of ELTIFs, whereby existing real estate collective investment undertakings (OPCI) and retail private … |
22 December 2023 | AMF news release | Equity investment: intentions on the rise again, driven by young people The Autorité des Marchés Financiers (AMF) has published the 7th edition of its Savings and Investment Barometer on investment trends. After the sharp fall seen in 2022, more retail investors are planning to invest in equities in 2023. This renewed interest is being driven in particular by under-35s in 2023, 43% of whom say they are interested. … it shows an increase in French people's interest in equity investments and their confidence in these products. In 2023, 32% of respondents say they are interested in equity investments, 7 points more than in 2022, and 28% say they … again, driven by young people … Long term investment … Collective investments … Shares … |
22 December 2023 | Household Savings Newsletter | AMF Household Savings Newsletter - No. 55 - December 2023 This Letter presents the main results of the 7th edition of the AMF Savings and Investment Barometer. It highlights a sharp rebound in equity investment intentions among savers, mainly younger savers. … - No. 55 - December 2023 … Long term investment … Shares … Collective investments … Crypto-assets … Financial Scams … |
22 December 2023 | Report / study | AMF Savings and Investment Barometer - 2023 The AMF Barometer asks French people about their preferences and perceptions in terms of investments, particularly with regard to equity investments. This 7th edition of the survey interviewed a sample of 2,386 people aged 18 and over from September 29 to October 13, 2023. It shows a sharp rebound in equity investment intentions, mainly among… … people about their preferences and perceptions in terms of investments, particularly with regard to equity investments. This 7 th edition of the survey interviewed a … and Investment Barometer - 2023 … Long term investment … Collective investments … Shares … |
21 December 2023 | News | The AMF updates its policy on disclosures by collective investment schemes incorporating non-financial methods The AMF is updating its Position-Recommendation DOC-2020-03, which defines the disclosures to be made by collective investment schemes incorporating non-financial approaches, to expand its scope to Other AIFs listed as units of account (UA) in life insurance policies sold to non-professional clients in France. … The AMF updates its policy on disclosures by collective investment schemes incorporating non-financial … to the inclusion of non-financial criteria that French collective investment schemes and foreign UCITS and ELTIFs … methods … Asset management … UCIT … Collective investments … |
20 December 2023 | Policy | Position - Recommendation DOC-2020-03 Position-Recommendation DOC-2020-03 sets out the information on the consideration of non-financial criteria that French collective investment undertakings and foreign UCITS authorised for marketing in France may disclose. These provisions are described for the various regulatory documents (key investor information documents, prospectus) and… … Information to be provided by collective investment schemes incorporating non-financial … … Professional investors UCIT Disclosure Obligations Collective investments Policy … Textes de référence … Articles L. … |