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Titre clair et concis du tableau02 February 2022 | Policy | Position - Recommendation DOC-2011-24 This guide outlines the behaviours to be adopted and the bad practice which is prohibited when drafting CIS marketing materials and when distributing CIS (general principles, communication on financial indexes and strategy, etc.). These provisions cover structured funds, index funds, funds using Constant Proportion Portfolio Insurance (CPPI)… at five years. - In the presentation of a structured company employee savings fund using a leverage effect |
09 November 2021 | News | The AMF and the Banque de France publish an update of the inventory of liquidity management tools in French funds In July 2020, the Banque de France and the AMF published a joint study on the liquidity management tools (LMTs) of French funds. This follow-up analysis offers a dynamic perspective of their adoption since 2017, and sheds lights on specific patterns observed on some categories of funds, such as ETFs, employee savings scheme funds, and funds… Findings concerning funds serving for unit-linked insurance products, employee savings scheme funds |
28 September 2021 | AMF news release | Sustainable finance: for 76% of French people, the environmental impact of investments is an important issue The Autorité des Marchés Financiers (AMF) has published the results of two studies of French people's perceptions of responsible or sustainable financial products and the expectations of retail investors. These studies show an interest among private individuals, as well as a great need for education and transparency to increase awareness of and… account, employee savings scheme or retirement savings account; 72% of holders of this type of investment |
01 September 2021 | Policy | Instruction DOC-2011-21 Instruction DOC-2011-21 outlines the rules that apply to employee investment undertakings (FCPE or SICAVAS) regarding the authorisation process, the drawing up of a key investor information document (KIID) and prospectus, and periodic disclosure. Information is provided about the formation of an employee investment undertaking, any changes during… Authorisation procedures, preparation of a KIID and a prospectus, and reporting for employee |
16 June 2021 | News | Employee investment undertakings: the AMF modifies its General Regulation and policy Following the changes brought about by the PACTE law and its implementing legislation, in particular with regard to the retirement savings scheme, the AMF has amended its General Regulation and policy to take into account the impacts on employee investment undertakings. General Regulation relating to custody account-keeping of the employee savings scheme. |
08 June 2021 | Policy | Position - Recommendation DOC-2012-10 Investment management companies UCIT Employee savings scheme Policy This page is not available |
23 May 2021 | | Article 322-73 Book III - Service providers > Title II - Other service providers > Chapter I - Custody account-keepers > Section unique - Provisions relating to custody account-keeping - terms of reference for the custody account-keeper > Sub-section 5 - Provisions relating to the keeping of securities accounts within the framework of an employee savings scheme investment scheme acquired within the framework of an employee savings scheme, with the exception of FCPE |
10 May 2021 | Ombudsman’s Blog | Employee savings: what is the trigger event date for early release on the grounds of a marriage outside France? This month again, the focus is on employee savings and more particularly on requests for early release of funds. Requests for early release on the grounds of marriage must be made within a six-month deadline. The issue in this case was to define the starting point of this deadline which, contrary to what is believed, is not necessarily the date of… Employee savings: what is the trigger event date for early release on the grounds of a marriage |
16 March 2021 | Policy | Position - Recommendation DOC-2012-12 ............. 5 2.1. Operating principles of the scheme |
09 March 2021 | Household Savings Newsletter | AMF Household Savings Observatory Newsletter - No.42 - March 2021 This Letter is dedicated to the costs of financial investments (direct investment in equities and investments through collective investments). Financial investment fees continued to decrease in 2020. However, the decrease is still modest. AMF Household Savings Observatory Newsletter - No.42 - March 2021 |
