|
29 September 2020
|
Ombudsman’s Blog |
Employee savings: the list of justifications for early release of funds is not exhaustive Mrs R., had left company X and wanted to release her employee savings scheme for this reason. Her |
|
17 July 2020
|
Policy |
Position - Recommendation DOC-2011-24 A guide to drafting collective investment marketing materials and distributing collective investments |
|
17 July 2020
|
Policy |
Position - Recommendation DOC-2011-05 A guide to regulatory documents governing collective investment undertakings |
|
17 July 2020
|
Policy |
Instruction - Position - Recommendation DOC-2019-12 |
|
10 July 2020
|
Policy |
Instruction DOC-2011-21 Authorisation procedures, preparation of a KIID and a prospectus, and reporting for employee investment undertakings |
|
02 June 2020
|
AMF news release |
Employee savings schemes considered "interesting", expectations in terms of clarity and simplicity employees (43%) declared that they had at least one employee savings scheme. The company savings scheme (PEE |
|
07 May 2020
|
AMF news release |
The AMF Ombudsman Publishes Her 2019 Annual Report by the Ombudsman on employee savings schemes, the main subject on which mediation is requested, and on the PEA |
|
07 May 2020
|
Policy |
Position - Recommendation DOC-2011-25 A guide to the monitoring of collective investment undertakings |
|
21 April 2020
|
Ombudsman’s Blog |
Employee savings: default investments in PERCO collective retirement savings plans further to the PACTE Law Employee savings: default investments in PERCO collective retirement savings plans further |
|
23 January 2020
|
Article |
Create financial products in France Employee Savings Fund |
Head of publications: The Executive Director of AMF Communication Directorate. Contact: Communication Directorate – Autorité des marches financiers 17 place de la Bourse – 75082 Paris cedex 02