03 July 2026 | Report / study | 2026 Markets and Risks Outlook The AMF publishes its 2026 Markets and Risk Outlook, its annual description of trends and assessment of vulnerabilities and their impact on the financing of the economy, markets, investment funds and household savings.… of the economy, markets, investment funds and household savings. 2026 Markets and Risks Outlook … of the economy, markets, investment funds and household savings. 2026 Markets and Risks Outlook … of the economy, markets, investment funds and household savings. 2026 Markets and Risks Outlook … |
29 June 2026 | Article | AMF Household Savings Observatory The AMF’s Observatory tracks the household savings market. It monitors the evolution of preferences, attitudes and perceptions of French savers and investors. It is interested in the promotional communication regarding investments products, the fees applied and the various distribution channels.… AMF Household Savings Observatory … institutions and advisors. Detailed results HOUSEHOLD SAVINGS OBSERVATORY NEWSLETTERS 1. Letter No.65 - April 2026 … their reading of information documents. 3. The French and employee savings schemes - February 2025 Fermer The French … |
15 June 2026 | Policy | Instruction DOC-2013-21 - … funds of funds, real estate collective investment schemes, employee savings funds, real estate investment companies, forestry … funds of funds, real estate collective investment schemes, employee savings funds, real estate investment companies, forestry … funds of funds, real estate collective investment schemes, employee savings funds, real estate investment companies, … |
06 May 2026 | Ombudsman’s Blog | Arbitrage: successive orders are interdependent when they form part of one global operation Arbitrage is necessarily a two-stage process: it involves first redeeming units in a source fund to obtain a disposal amount, and then reinvesting this amount in the target fund. This operation involves several successive orders that form one global operation, which the professional cannot ignore if the client has clearly expressed this. This is…… As a former employee of listed company X, Mr H was able to take part in a … for employees and former employees, through his employee savings scheme. On 11 June 2024, he sent a letter by post to his … of the units was recognised on 25 July 2024 in Mr H's employee savings scheme account. Given that the deadline for … |
26 March 2026 | Policy | Position - Recommendation DOC-2012-19 - … the board of directors, the second in command must be an employee of the asset management company and authorised, by … (real estate investment trusts, securitised mutual funds, employee investment funds etc.) as soon this is operated in a … function of RCCI to an external service provider or to an employee of another group entity, it must at all times ensure … |
13 March 2026 | Ombudsman’s Blog | Employee savings: the pros and cons of merging employee savings plans Over the course of their working lives, if they have had a number of different employers, employees may be beneficiaries of several employee savings plans. They may then wish to merge their plans with one account keeper. However, while there are certain advantages to merging plans, particularly in terms of account keeping fees, there can also be…… Employee savings: the pros and cons of merging employee savings plans … As a former employee of company X, Ms C was the beneficiary of a employee savings plan (PEE) managed, at the time, by account keeper Z. … of a single PEE set up by company Y, into which her employee savings had been pooled, Ms C could no longer obtain … |
06 March 2026 | Report / study | Focus on Women and investment - 2025 AMF Savings and Investment Barometer In investment, women’s attitudes differ from those of men. In 2025, women remain more frequently risk averse than men when it comes to investing and are less likely to invest. However, young women invest more than their elders.… Focus on Women and investment - 2025 AMF Savings and Investment Barometer … their elders. Focus on Women and investment - 2025 AMF Savings and Investment Barometer … Focus on Women and investment - 2025 AMF Savings and Investment Barometer … their elders. Focus on Women and investment - 2025 AMF Savings and Investment Barometer … |
20 January 2026 | Report / study | 2025 report on corporate governance and executive compensation in listed companies This year's AMF report begins by presenting the main developments for 2025, followed by a thematic study on the information published by listed companies regarding the succession processes of senior executive officers. It then addresses other findings on the information published by listed companies concerning governance and remuneration, and…… objectives separately to shareholder representatives and employee representatives.” 38 According to the term used in … or not the product purchased is eligible for the Stock Savings Plan and whether or not the product purchased is … in his previous functions and to strengthen the incentive scheme as regards the performance of [the 189 Extract from … |
13 January 2026 | Annual Report | AMF Action and Supervisory Priorities for 2026 In this document, the AMF presents its action and supervision priorities for 2026. It also takes stock of the actions it carried out in 2025, the second full year of implementation of its strategic orientations adopted in 2023, Impact 2027.… 7 o Savings and Investments Union … In particular, it will take part in the "Public Service +" scheme, which aims to increase the efficiency and quality of … of the compliance function in the process of determining employee remuneration, traditional inspections will focus on … |
18 December 2025 | Policy | Instruction DOC-2011-19 - … that can occur during the life of a collective investment scheme: those subject to pre-approval and those subject to … it buys or sells units in another collective investment scheme. In addition, the following explanation needs to be … company draws up an inventory of the collective investment scheme's assets under the supervision of the depositary every … |
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