30 December 2024 | Policy | Position - Recommendation DOC-2020-03 - Information to be provided by collective investment schemes incorporating non-financial approaches 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 for collective investment products entailing a non-financial aspect authorised for … 5 Excluding feeder funds mentioned in section 7 and structured funds. … of these funds in France. 8. SPECIAL CASE OF THE USE OF DERIVATIVES AND SYNTHETIC EXPOSURES OF COLLECTIVE INVESTMENTS … |
20 December 2024 | News | EMIR Refit: Update of the AMF website on notifications forms Notifications regarding the obligation to hold an active account pursuant to Article 7a(1) of EMIR… Refit: Update of the AMF website on notifications forms … Derivatives or structured products … |
18 December 2024 | Policy | Position - Recommendation DOC-2012-19 - … 38 4. The marketing of products and sales policy … contracts), including securities underlying complex derivatives 9 - Others (to be specified): C - Potential … risk. For example, CoCos110, cat bonds and EMTNs/autocall structured certificates fall into this final category. A … |
09 October 2024 | Report / study | Readability of information on responsible funds and ESG index-linked structured products - AMF - October 2024 This readability study assesses investors' understanding, based on the available documentation, of the more or less "sustainable" nature of two categories of "ESG" products: on the one hand, responsible funds, and on the other hand, products with a formula that exposes the investor to the evolution of an "ESG" index.… of information on responsible funds and ESG index-linked structured products - AMF - October 2024 … Télécharger le contenu This … index-linked structured products - AMF - October 2024 … Derivatives or structured products … Collective investments … … |
04 June 2024 | Article | Photos & CVs … of Finance in Berlin. Head of the Insurance Markets and Products Office at the French Treasury from 2009 to 2012, he … and management positions in the secondary trading team for structured products and complex derivatives. She subsequently joined Lyxor Asset Management's … |
17 May 2024 | AMF news release | France Mayer appointed Retail Investor Relations and Protection Director at the Autorité des Marchés Financiers France Mayer is currently Market Intermediaries Supervision Director at the Data and Markets Directorate of the Autorité des Marchés Financiers (AMF). She will take over as head of the Retail Investor Relations and Protection Directorate on 1 June 2024. In this capacity, she will join the AMF Executive Committee.… and management positions in the secondary trading team for structured products and complex derivatives. She subsequently joined Lyxor Asset Management's … |
22 April 2024 | Policy | Instruction DOC-2011-20 - … parent company). In the specific case of securitisation products or special-purpose vehicles with other underlying … risks inherent to the structure of the investment for structured financial instruments; d) the liquidity profile. … financial contracts, as well as securities with embedded derivatives, in order to measure the exposure of the AIF. … |
22 April 2024 | Policy | Instruction DOC-2011-19 - … 27 Article 30-8 – “Structured fund” … a) The delegated activity concerns only transactions and products, or markets, that are covered by the authorisations … both the WAL and WAM calculations, the impact of financial derivatives, term deposits and the techniques and instruments … |
22 April 2024 | Policy | Instruction DOC-2011-21 - … two A4 pages long in printed form, except in the case of structured employee investment undertakings, for which the … parent company). In the specific case of securitisation products or special purpose vehicles with other underlying … both the WAL and WAM calculations, the impact of financial derivatives, term deposits and the techniques and instruments … |
28 March 2024 | Policy | Position - Recommendation DOC-2011-25 - … of a fund established with a given time horizon (excluding structured funds) … instruments cannot use exotic options or structured products containing derivatives (like complex EMTN or structured certificates) … |
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