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. … Employee investment undertakings: the AMF modifies its … General Regulation … To simplify and harmonise retirement savings schemes, the PACTE law has created the Retirement … main contact for the beneficiaries of the pension savings scheme. This means that it is not essential to have a … |
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 … accounts for units or shares in a collective investment scheme acquired within the framework of an employee savings scheme, with the exception of FCPE units covered by … |
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 … on 29 August 2015 and applied for the early release of his employee savings plan in October 2020. He explained to his … grounds of a marriage outside France? … Employee savings scheme … |
16 March 2021 | Policy | Position - Recommendation DOC-2012-12 … subscription fees 7 4.1. Operating principles of the scheme … of units or shares marketed to retail investors; - employee savings funds; - “Other AIFs” other than those of the … |
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 … … 2020. However, the decrease is still modest. AMF Household Savings Observatory Newsletter - No.42 - March 2021 … … … Equity Savings Plan … Collective investments … Shares … Employee savings scheme … |
02 March 2021 | Ombudsman’s Blog | Employee shareholder investment undertakings: be careful of redemption orders with trigger thresholds The net asset value of employee shareholder investment undertakings, which are employee savings plan funds invested mainly in the shares of the company/employer, is closely linked to the price of the shares in which they are invested, as I explained previously in the June 2019 issue. To monitor their investment, holders of shareholder funds must… … Employee shareholder investment undertakings: be careful of … facts … Mr. D., an employee of Company B, has an employee savings plan, invested in an employee shareholder investment … Mr. D. therefore sent a claim to his employee savings scheme account-keeper who replied that under the terms of the … |
29 September 2020 | Ombudsman’s Blog | Employee savings: the list of justifications for early release of funds is not exhaustive The AMF Ombudsman’s Office is frequently consulted by employee savers whose applications for early release of their funds have been rejected by their account manager on the grounds that the document they have produced is not strictly in compliance with that indicated in the table of the Guide to Employee Savings.[1] However, the Guide does specify… … Employee savings: the list of justifications for early release of … … Mrs R., had left company X and wanted to release her employee savings scheme for this reason. Her account manager therefore asked … |
25 June 2020 | Household Savings Newsletter | AMF Household Savings Observatory Newsletter - No. 39 In this newsletter, the AMF publishes the latest holding figures for financial investments (SoFia survey, March 2020, Kantar). Reported direct share ownership increased between March 2019 and March 2020. The detention rate now stands at 6.9%. In addition, the survey confirms the steady development of unit-linked life insurance… … AMF Household Savings Observatory Newsletter - No. 39 … Télécharger le … insurance contracts and, for the past 2 years, retirement savings products. AMF Household Savings Observatory … Newsletter - No. 39 … Shares … Long term investment … Employee savings scheme … |
02 June 2020 | AMF news release | Employee savings schemes considered "interesting", expectations in terms of clarity and simplicity According to a survey conducted by OpinionWay for the AMF, the French asset management association (AFG), the Treasury, the Directorate General for Labour, and La Finance pour Tous association, French employees have a positive perception of employee savings schemes: profit-sharing, incentives, employer matching contributions, company savings… … Employee savings schemes considered "interesting", expectations in … on 1,002 employees in February 2020 for the partners of Employee Savings Week( 1 1 ). The fourth edition of this … (43%) declared that they had at least one employee savings scheme. The company savings scheme (PEE) is the best known … |
29 May 2020 | Household Savings Newsletter | The AMF Household Savings Observatory Newsletter n°38 This letter presents the main findings of two studies conducted by the AMF. The first relates to the legibility of disclosure documents on the costs of financial investments. The second study, conducted for “La Semaine de l’épargne salariale”, looks at employees' perceptions and attitudes about employee saving schemes. In addition, the… … The AMF Household Savings Observatory Newsletter n°38 … Télécharger le contenu … looks at employees' perceptions and attitudes about employee saving schemes. In addition, the Letter publishes … Savings Observatory Newsletter n°38 … Employee savings scheme … Collective investments … Investment services … |