18 December 2025 | Policy | Instruction DOC-2011-21 - … preparation of a KIID and a prospectus, and reporting for employee investment undertakings … Investment management … or shareholders with prior information about employee savings (in particular the Key Investor Information Document … A PROSPECTUS, AND PERIODIC REPORTING FOR EMPLOYEE SAVING SCHEME FUNDS References: Articles 424-1 et seq. of the AMF … |
27 November 2025 | News | The Autorité des Marchés Financiers has amended its doctrine to clarify its expectations of ELTIFs The AMF has updated its doctrine to provide clarification as regards the procedure applicable to French AIFs wishing to apply for authorisation under the ELTIF Regulation. The AMF has also amended its doctrine to lay down a procedure applicable to French AIFs authorised under the ELTIF Regulation when they undergo certain changes subsequent to… … estate collective investment undertaking (OPPCI) or an employee savings scheme fund (FES) obtains authorisation under the ELTIF … |
30 October 2025 | Ombudsman’s Blog | Arbitrage in employee savings schemes: when the execution time varies depending on whether or not the fund investment management company belongs to the same group as the account keeper The arbitrage execution times for two orders to sell UCITS units placed on the same day may be longer if the investment management companies of the source and target funds do not belong to the same group, as illustrated in this month's dossier. … Arbitrage in employee savings schemes: when the execution time varies depending on … keeper … Facts … As the holder of an employee savings scheme, Mr E placed two arbitrage requests with his account … |
26 September 2025 | Ombudsman’s Blog | The new case of early release of retirement savings for "cessation of self-employed activity" as a result of liquidation proceedings: the PERCOL does not necessarily have to emanate from the liquidated company Six years after it came into force, the PACTE Law is still raising new issues that need to be analysed or fixed. Thus, the release of PERCOL assets on the grounds of "cessation of self-employed activity as a result of liquidation proceedings" is not subject to the additional condition that the PERCOL must emanate from the company subject to… … The new case of early release of retirement savings for "cessation of self-employed activity" as a result … company … Facts … Mrs F stated that as a former employee of Group X, she held a PERCOL that had been opened … it. As a result, Mrs F had approached her employee savings scheme account keeper and requested the early release of … |
22 April 2025 | Policy | Instruction - Position - Recommendation DOC-2019-12 - Professional obligations of investment services providers to retail clients with regard to third-party portfolio management Instruction-Position-Recommendation DOC-2019-12 specifies some of the professional obligations of investment services providers, including portfolio asset management companies, vis-à-vis retail clients with regard to portfolio management on behalf of third parties, for example when entering into the agreements referred to in Article 314-11 of the… … professional private equity investment funds, employee savings scheme funds, securitisation organisations, specialised … |
21 March 2025 | AMF news release | Employee savings: employees and firms are genuinely satisfied, but there is still a great need for support and education The new edition of Employee Savings Week will take place from 24 to 28 March. This event, initiated jointly by the Autorité des Marchés Financiers (AMF), the Direction générale du Trésor, the Direction générale du Travail, the Association Française de la Gestion financière (AFG) and La finance pour tous, mobilises the entire financial community… … Employee savings: employees and firms are genuinely satisfied, but … need for support and education … New OpinionWay study: employee savings, between strengths and challenges … … required to set up at least one profit-based value-sharing scheme, whether through profit-sharing, an incentive scheme, … |
20 March 2025 | News | Employee savings: a high level of satisfaction but a persistent need for support To mark the Semaine de l'Épargne Salariale (Employee Savings Week), the Autorité des marchés financiers (AMF), the Association Française de la gestion financière (AFG), the Direction Générale du Travail and the Direction Générale du Trésor, La Finance pour Tous and all the Semaine's partners have conducted a new survey, following on from the one… … Employee savings: a high level of satisfaction but a persistent need … 1, 2025, are required to set up at least one value-sharing scheme within their company. The AMF Household Savings … the main findings of this study. [ 1 ] … Beneficiaries of employee savings schemes are satisfied, but express a need … |
20 March 2025 | Household Savings Newsletter | Special letter for Employee Savings Week - March 2025 Employee Savings Week will take place from 24 to 28 March 2025. This Letter presents the results of the study carried out by OpinionWay on the awareness and perception of employees regarding employee savings schemes. The study also made it possible to question the managers of companies with 11 to 49 employees who, since January 1, 2025, must set… … Special letter for Employee Savings Week - March 2025 … Employee Savings Week will take … of employee savings schemes (profit-sharing and incentive scheme bonuses, employers’ contributions, employee savings … |
20 March 2025 | Report / study | The French and employee savings schemes - Employee Savings Week 2025 - February 2025 As in 2020 and 2023, this survey explores employees' perceptions of employee savings schemes (profit-sharing and incentive scheme bonuses, employers’ contributions, employee savings plans, etc.).The survey also questions managers of companies with 11 to 49 employees who, since January 1, 2025, must set up at least one value-sharing scheme within… … The French and employee savings schemes - Employee Savings Week 2025 - February 2025 … of employee savings schemes (profit-sharing and incentive scheme bonuses, employers’ contributions, employee savings … |
20 March 2025 | Ombudsman’s Blog | An oddity of the Collective Company Retirement Savings Plan: is early release for the restoration of a main residence following a natural disaster permitted? With the entry into force of the PACTE Law in 2019, new disputes have arisen, in particular as a result of differences between the old and new schemes. For example, while early release to restore a main residence following a natural disaster was provided for under a PERCO (employee retirement savings plan), this is no longer the case for the new… … An oddity of the Collective Company Retirement Savings Plan: is early release for the restoration of a main … sum of €1,530 corresponding to her assets held in her PEE (employee savings plan). On the other hand, as it had been … Furthermore, with regard to the conversion of the PERCO scheme into a PERCOL without her agreement, as Ms D claimed, … |
