23 March 2023 | Household Savings Newsletter | Special letter for Employee Savings Week - March 2023 This Letter was prepared for the 2023 Employee Savings Week, initiated by the AMF, which will take place from March 27 to 31, 2023. It presents the results of the study conducted by OpinionWay on employee awareness and perception of employee savings schemes.This study shows both the interest in these schemes and the need for support for…… Special letter for Employee Savings Week - March 2023 … Télécharger le contenu This … for Employee Savings Week - March 2023 … Employee savings scheme … Long term investment … Collective investments … |
16 February 2023 | Policy | Position - Recommendation DOC-2011-24 … be set at five years. - In the presentation of a leveraged employee investment undertaking, the discount shall not be … General Regulation 1. Distributing a collective investment scheme (CIS) before it is granted approval (or a visa) or … - In the presentation of a structured company employee savings fund using a leverage effect (FCPE à effet de … |
16 February 2023 | Policy | Position - Recommendation DOC-2011-05 … for UCITS and non-UCITS (including venture capital funds, employee investment funds and innovation venture capital … investors 17 1.2.2. The characteristics of employee savings funds (FCPE and SICAVAS) ....................... 17 … investment policy for a CIS eligible to an equity savings scheme For CISs eligible to an equity savings scheme - i.e. … |
16 February 2023 | Policy | Instruction - Position - Recommendation DOC-2019-12 … professional private equity investment funds, employee savings scheme funds, securitisation organisations, specialised … |
14 December 2022 | Ombudsman’s Blog | Employee savings schemes: construction of a building that is not attached to the main residence does not entitle beneficiaries to early release There are several situations in which employee savings can be released, one of which is an extension of the main residence. However, a “garden studio” type of construction sold as a turnkey project is not eligible for early release on the grounds of extension when it is not attached to the main residence. However, I have observed that investors…… Employee savings schemes: construction of a building that is not … … Mr L. reported that he had submitted a request to his employee savings account keeper for the early release of part … entitle beneficiaries to early release … Employee savings scheme … |
17 October 2022 | Ombudsman’s Blog | Transfer of a retirement savings plan (PER): when incomplete information results in a blockage situation The PACTE Law of 2019 made it possible to transfer various existing retirement savings products, e.g. from an old scheme to the new retirement savings plan (PER), including the collective corporate PER (called PERECO or PERCOL), which replaces the former PERCO. Precise information is demanded regarding the history and category of the amounts…… Transfer of a retirement savings plan (PER): when incomplete information results in a … asked for it to be transferred to her PERCOL held with her employee savings account manager Y, on 2 February 2021. … compartments (voluntary contribution, employee savings scheme or else a compulsory contribution); The net amount and … |
12 October 2022 | News | The AMF updates its policy on management fees for collective investment undertakings (CIUs) The AMF is modernising the rules on the presentation, content and charging of administrative fees external to the management companies of UCITS and some AIFs.… funds of alternative funds, professional investment funds, employee saving scheme funds and specialised professional funds. The AMF is … – A guide to regulatory documents governing employee savings scheme funds (in french only) The AMF is modernising … |
26 July 2022 | Policy | Instruction DOC-2010-09 … complying with the rules of the Common Examination Base scheme, certified organisations may use all the questions and … estate collective investment undertakings (OPCI), etc; Employee savings funds; European long-term investment funds (ELTIF); … |
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…… funds serving for unit-linked insurance products, employee savings scheme funds and ETFs … The equity, bond and diversified … |
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…… development issues, including in their choice of savings, but only a minority are familiar with and actually … personal equity savings plan (PEA), securities account, employee savings scheme or retirement savings account; 72% of holders of this … |
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