14 April 2023 | Household Savings Newsletter | AMF Household Savings Newsletter - No. 52 - April 2023 The Letter provides an update, as every year, on the costs of financial investments. The overall downward trend in fees was interrupted, both for direct investments in shares (prices published on 1 January 2023 equal to those on 1 January 2022) and for funds (average annual fees applied in 2021 equivalent to those of 2020). … an update, as every year, on the costs of financial investments. The overall downward trend in fees was interrupted, both for direct investments in shares (prices published on 1 January 2023 … Savings Newsletter - No. 52 - April 2023 … Shares … Collective investments … Long term investment … |
28 March 2023 | News | The AMF presents its proposals to improve the readability of financial product fees in European law As part of the ongoing discussions on the European Commission's Retail Investment Strategy, the AMF is publishing, following work with the Financial Sector Consultative Committee (FSCC), a proposal for a new presentation of costs for the subscription of financial instruments and a glossary of terms to improve savers’ understanding of these fees. … product fees in European law Draft glossary on financial investments fees (in French only) As part of the ongoing … readability of financial product fees in European law … Collective investments … Shares … |
23 March 2023 | AMF news release | Employee savings: a sharp increase in awareness and ownership of employee savings schemes; support for employees and company managers should be reinforced A larger number of French employees know about employee savings schemes and possess at least one of them (PEE or PERCO collective retirement savings plan, for example), according to a study carried out by OpinionWay for the organisers of the Employee Savings Week (the AMF, AFG, the French Treasury Department, the General Directorate of Labour, and… … savings plan topping the list at 31%, ahead of the PER collective plan (25%). There is a sharp increase in … any savings effort. 71% of them call such schemes "good investments" and 78% say they are "generally" or "very … schemes and possess at least one of them (PEE or PERCO collective retirement savings plan, for example), according … |
23 March 2023 | Report / study | French employees and employee savings schemes - OpinionWay for Employee Savings Week - March 2023 This report examines the perceptions of French employees regarding employee savings schemes. It highlights their good image, but also the need for support for holders, particularly in terms of investment choices. … 2023 … Employee savings scheme … Long term investment … Collective investments … |
23 March 2023 | Household Savings Newsletter | Special letter for Employee Savings Week - March 2023 This Letter was prepared for the 2023 Employee Savings Week, initiated by the AMF, which will take place from March 27 to 31, 2023. It presents the results of the study conducted by OpinionWay on employee awareness and perception of employee savings schemes.This study shows both the interest in these schemes and the need for support for… … 2023 … Employee savings scheme … Long term investment … Collective investments … |
16 February 2023 | News | Extension of the preparation of a Key Information Document to all collective investments: the AMF updates its policy The AMF has updated its asset management policy to take into account the new rules applicable to the preparation and publication of a Key Information Document (KID) in accordance with the European PRIIPs Regulation. … of the preparation of a Key Information Document to all collective investments: the AMF updates its policy … Context … Since 1 … publication of a KID/KIID by UCITS and AIFs, as follows: Collective investment product concerned Investor type Between … |
16 February 2023 | Policy | Position - Recommendation DOC-2011-24 … Guide to drafting marketing communications and distributing collective investments and SOFICA fund … Investment management companies Marketing Collective investments Policy This guide outlines the … |
16 February 2023 | Policy | Position - Recommendation DOC-2011-05 … A guide to regulatory documents governing collective investment undertakings … Investment management companies Collective investments Prospectus Policy This guide details how to draft … |
16 February 2023 | Policy | Instruction - Position - Recommendation DOC-2019-12 … be described in the management mandate. Investment in collective investment products Without prejudice to the … financial instruments used in the management mandate are collective investment products, the management mandate shall … financial institutions, other AIFs, and other collective investments). Where applicable, it shall be explicitly … |
16 February 2023 | Policy | Position DOC-2012-15 … Criteria applicable to "philanthropic" collective investments … Investment management companies Collective investments Policy This page is not available in … |