25 January 2020 | Article | What is the Ombudsman’s remit? The AMF Ombudsman can be approached by any saver, retail investor or professional (company, non-profit association, pension fund, etc.) that has an individual dispute with a financial intermediary or an issuer.… account keeping services for a security account, personal equity plan, etc. … What situations are outside the Ombudsman’s … in the areas of taxation, life insurance or banking (savings passbooks, term deposits, home savings plans, loans). … |
23 January 2020 | Article | Create financial products in France Would you like to create a UCITS, AIF or other collective investment scheme in France? You will find the information you need here.… are listed in the Monetary and Financial Code : private equity funds, employee investment undertakings, real estate … investment undertakings Instruction DOC-2011-23 … Employee Savings Fund … - Employee Savings Plan Investment Fund (FCPE) - SICAV for Employee … |
17 January 2020 | Public statements | Speech by Robert Ophèle, AMF Chairman - 2020 New year wishes - Wednesday 8 January - Palais Brongniart Check against delivery… Corporate Treasurers (AFTE), AF21 and lastly the European Savings Observatory (OEE). As a member of the AMF’s Asset … well for European integration. The weak spell observed on equity markets in the last quarter of 2018 was quickly … framework. One of the main thrusts of the AMF's strategic plan is to review our supervisory tools and means of … |
09 January 2020 | Policy | Recommendation DOC-2013-08 … 20 2.3.1. Expected cost savings on remaining non-allocated costs (in the event of a … area of operations, b) is part of a single co-ordinated plan to dispose of a separate major line of business or … this entity. For instance, the issuer may switch from the equity method to the full consolidation method. 16 See ESMA’s … |
11 December 2019 | AMF news release | The AMF publishes a study on the costs and performances of employee investment undertakings This study is the first quantitative analysis of employee savings funds within the universe of collective investment undertakings marketed in France. The regulator analyses the fees and net performances of 810 employee investment undertakings versus those of funds intended for retail investors and funds reserved for institutional investors. … investment undertakings … The establishment of employee savings schemes offers many benefits for both employers and … is mid-way between institutional and retail funds for equity and bond funds; The TER of money market employee … in terms of fees. The various measures of the PACTE law (Plan d’action pour la croissance et la transformation des … |
26 November 2019 | News | UCITS and AIFs: policy update The Autorité des Marchés Financiers (AMF) is updating its policy relating to UCITS and AIFs in order to integrate recent national and European legislative and regulatory developments.… 2017-1432 of 4 October 2017, to create French employee savings plan funds (FCPEs) invested in the company's shares when the … of a KIID and rules, and periodic reporting for private equity funds Instruction DOC-2011-23 Authorisation and … |
23 October 2019 | Policy | Recommendation DOC-2019-13 … statutory auditors. In this way, the AMF helps to protect savings and ensure that investors are properly informed … and acquisitions or in prospectuses for the issue of equity or bond securities refinancing a significant … https://www.ifrs.org/projects/work-plan/definition-of-a-lease-shipping-contract/ AMF … |
04 July 2019 | Public statements | Speech by Benoît de Juvigny, AMF Secretary General - European Supervisory Authorities Consumer Protection Day : 'In search of the green investor: Findings from a recent survey and questions for the regulator' - Dublin, 28 June 2019 … responsible investment) products, from traditional equity funds to ETFs or structured products. As part of our … and upcoming EU legislations from the Commission's Action Plan will help clarify the framework and will require … regulator' - Dublin, 28 June 2019 … Sustainable Finance … Savings protection … |
01 July 2019 | Ombudsman’s Blog | A specific point worth knowing when selling unlisted securities in an equity savings plan: what to do in case of a deferred payment ? … point worth knowing when selling unlisted securities in an equity savings plan: what to do in case of a deferred payment ? … … |
21 March 2019 | Public statements | Speech by Robert Ophèle, AMF Chairman - 'Trading in fragmented capital markets' - ICMA Secondary Market Forum - Paris - 20 March 2019 … to the depth and quality of their liquidity, which prevent savings in collateral encumbrance, which reduce efficiency in … landscape in the US. It is a challenge for the equity market, but corporate events are always difficult to … process with its "Green bond principles". In its Action Plan on sustainable finance published in March 2018, the … |
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