28 March 2024 | 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 … |
28 March 2024 | 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 … |
20 February 2024 | Article | The AMF Board The Board is the AMF’s main decision-making and prosecuting authority It has 16 members drawn from a broad variety of backgrounds. This multidisciplinarity ensures that it has the technical and legal expertise needed to carry out its tasks.… Groupama AM as a Financial Analyst on both Credit and Equity. In 2001, she became Head of Financial Analysis, and … and he chairs the Supervisory Boards of employee savings plan investment fund . Since 2017, he has been Chairman of … |
20 December 2023 | Policy | Position - Recommendation DOC-2020-03 Position-Recommendation DOC-2020-03 sets out the information on the consideration of non-financial criteria that French collective investment undertakings and foreign UCITS authorised for marketing in France may disclose. These provisions are described for the various regulatory documents (key investor information documents, prospectus) and…… 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 … |
14 December 2023 | Policy | Position - Recommendation DOC-2012-19 … 42 6.2. Business plan … mentioned in Line B1 of the authorisation table, may be equity securities or securities which grant access to the … wishing to select shares in the context of its private equity activity should select this option. This section does … companies, securitisation investment funds, employee savings plan investment funds, etc.) whenever it is operated … |
22 November 2023 | Ombudsman’s Blog | When the matrimonial property regime changes the calculation of a capital gain or loss If the matrimonial regime takes the form of joint ownership of property with a full attribution clause, the couple’s assets are attributed in their entirety to the surviving spouse. As illustrated in the case I am presenting this month, the question then arises as to the acquisition price to be used to calculate the capital gains or losses on…… of the matrimonial regime, results in the closure of the plan [2] , which cannot be transferred as is. It is then up … |
17 July 2023 | Public statements | Speech by Marie-Anne Barbat-Layani, AMF Chair – Publication of 2022 annual report AMF and the strategic guidelines for the period 2023-2027 – Monday 26 June 2023 … public authority, serving the public interest. This plan has a powerful name reflecting its ambition: IMPACT … increasingly depends on private financing (private equity and debt), and that listing on a stock exchange has … investors must feel capable of having power over their savings, and feel well supported. We will therefore be very … |
14 June 2023 | Annual Report | AMF Ombudsman Annual Report 2022 In its 2022 annual report, the AMF Ombudsman points out an intense activity. The number of mediation requests received remains at the high level of 2021. Above all, the number of opinions issued reached a record: +30% compared to 2021 and a doubling compared to 2020. The personnal equity savings plan, employee savings, stock exchange orders and…… to 2021 and a doubling compared to 2020. The personnal equity savings plan, employee savings, stock exchange orders and … |
14 June 2023 | Ombudsman’s Blog | Stock market orders: the share price adopted for the provision check must not be obsolete When sending a stock market order, a provision check is performed systematically by the account-keeper to ensure that the client has sufficient funds to honour the transaction. This check is performed at the time when the order is given, on the basis of the last quoted price, depending on the quantity requested or the amount indicated, within the…… the amount of the cash balance on each of the PEA equity savings plans, namely €27,915.61 for his plan and €17,344.08 for his wife's PEA plan. At the end of … |
01 June 2023 | AMF news release | The AMF Ombudsman publishes her 2022 Annual Report Marielle Cohen-Branche, Ombudsman of the Autorité des Marchés Financiers (AMF), has presented her latest annual report at a press conference. The number of requests sent to her remained very high and the number of recommendations proposed reached an unprecedented level. Disputes relating to "PEA" personal equity savings plans, especially…… crisis. The arrival of 1.3 million new retail investors in equity markets in the past four years probably accounts for a … month, respecting the anonymity of the parties. … The PEA plan is again the chief cause of disputes … Requests relating to the "PEA" personal equity savings plan, which had more than doubled in 2021, increased … |
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