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Titre clair et concis du tableau16 February 2023 | Policy | Position - Recommendation DOC-2020-03 … general purpose investment funds (FIVG), private equity funds including retail private equity investment … transition a key aspect of their communication when they plan to invest a significant share of their portfolio in … and real estate investment companies (SCPI),4 employee savings scheme funds, funds of alternative funds, and "Other … |
16 February 2023 | Policy | Instruction DOC-2011-21 … company's programme of activity. In particular, any plan to sub-delegate investment management requires the … or shareholders with prior information about employee savings (in particular the Key Investor Information Document … 30-4 of this instruction must have 60% exposure or more to equity markets at all times. The classification then depends … |
16 February 2023 | Policy | Position - Recommendation DOC-2011-25 … The management strategy implemented by a European Union Equity fund requires that the fund’s net assets are at least … for a long period of time. Scope: CIS (excluding employee savings funds – FCPE in French Law) 2.2. Executing … management company promptly inform the AMF of its action plan and justify its written decision to suspend or continue … |
24 January 2023 | AMF news release | Over 1.5 million retail investors bought or sold shares in 2022 The ninth edition of the AMF's Active Retail Investor Dashboard shows that many retail investors continued to invest in the stock market last year, notwithstanding a more challenging environment, after an exceptional year in 2021. This is higher than in 2020 and previous years. Despite a slowdown in the second half of the year, many retail investors were active in the equity |
24 January 2023 | Retail investors dashboard | The Active Retail Investor Dashboard - No.9 - January 2023 The Active Retail Investor Dashboard provides quarterly updates on individuals who have carried out at least one transaction on financial instruments in the past three months. … … Shares … Long term investment … Securities account … Equity Savings Plan … |
14 December 2022 | Article | Ombudsman's annual report Marielle Cohen-Branche, Ombudsman of the Autorité des Marchés Financiers (AMF), has presented her latest annual report at a press conference. 2021 was a year characterised by an unprecedented number of requests and recommendations. Disputes related to "PEA" personal equity savings plans were the prime reason for case referrals, ahead of employee… For the first time, disputes concerning personal equity savings plan (PEA plans) exceeded |
15 September 2022 | AMF news release | The AMF creates a working group on equity savings plans (PEAs) The AMF Board has decided to look into the difficulties encountered by some retail investors in using their equity savings plans (PEAs). The working group will identify the most contentious issues and propose solutions. The AMF creates a working group on equity savings plans (PEAs) |
14 June 2022 | Ombudsman’s Blog | Inheritance: an abnormally long execution time may sometimes prove profitable As mentioned in a previous case in March 2020, when the holder of a personal equity savings plan (PEA) account dies, the institution must close the deceased person's PEA plan immediately and transfer the securities that were held in it to a succession securities account, pending instructions from the heirs. The heirs may choose to hold onto the… in a previous case in March 2020, when the holder of a personal equity savings plan (PEA) account dies |
18 May 2022 | AMF news release | With the publication of its 2021 annual report, the AMF reviews its five-year strategic plan, #Supervision2022 The AMF has reviewed the actions taken in 2021 to ensure investor protection as well as the smooth operation of financial markets, and assessed them in light of the strategic orientations set for 2018-2022. As this strategic cycle draws to a close in an economic context hard hit by the conflict in Ukraine, the AMF Chairman outlines the main… With the publication of its 2021 annual report, the AMF reviews its five-year strategic plan |
06 May 2022 | Ombudsman’s Blog | Personal equity savings plans: unlisted securities of a company in court-ordered liquidation may be withdrawn from the plan without entailing its closure As I stated in my last annual report, the leading reason for case referral in 2021 were disputes concerning transfers of personal equity savings plans (PEA). Although the duration of the process may often be extended for various reasons, the delay observed in the case I am presenting to you this month could have been avoided simply by applying an… been in existence, to allow the transfer of the plan as desired by the client. Personal equity savings |
