28 December 2020 | News | Full effect of Brexit on 1 January 2021: impact on the asset management sector As the transition period following the exit of the United Kingdom from the European Union draws to a close, the Autorité des Marchés Financiers (AMF) is providing support to asset management companies to help them prepare for the consequences of this exit. … management of undertakings for collective investment and equity savings plans, the assets or use of which comply with … transitional measures concerning capital investment funds, equity savings plans (PEA) and equity savings plans intended for the financing of SMEs and … |
21 December 2020 | News | Brexit: how will it impact market activities? To accompany the players of the Paris financial marketplace, the Autorité des Marchés Financiers is providing market participants with relevant information published by the European Commission and ESMA in recent months that will help them to pursue their activities after the end of the Transition Period (as of 1st January 2021). … settled; the post-trade transparency regime for non-equity instruments and the position limits regime for … |
16 December 2020 | Report / study | AMF Savings and Investment Barometer - 2020 For the past 3 years, the AMF Barometer has been asking the French about their investment preferences and perceptions, particularly with regard to equity investments. For this 4th wave, 1,200 French people aged 18 and over were interviewed at the end of September 2020. In particular, they were asked about the impact of the health… … preferences and perceptions, particularly with regard to equity investments. For this 4 th wave, 1,200 French people … preferences and perceptions, particularly with regard to equity investments. For this 4 th wave, 1,200 French people … |
14 December 2020 | AMF news release | Publication of the third report on non-financial approaches in collective investment schemes The AMF has published its report on the major trends in the French market for funds with a non-financial approach. It provides a supplement to Position-Recommendation n°2020-03 on the information to be provided by collective investment schemes incorporating non-financial approaches. … relating to specific asset classes such as private equity, real estate and money market funds; the inability, in … |
14 December 2020 | Report / study | Non-financial approaches in collective investment schemes This third edition on major trends of funds presenting non-financial approaches in France analyses the particular approaches of certain asset classes (private equity, real estate, money market funds) or strategies. The AMF also analyses the quality of information on greenhouse gas emissions and the publication requirements regarding … … particular approaches of certain asset classes (private equity, real estate, money market funds) or strategies. The … particular approaches of certain asset classes (private equity, real estate, money market funds) or strategies. The … |
03 December 2020 | Warning | The AMF urges investors to exercise the greatest vigilance towards proposals to invest in containers Following several reports by investors, the Autorité des Marchés Financiers is warning the general public against offers to invest in containers. … passbook account with interest payments, a retail private equity investment fund or a fixed-term account. The … |
02 December 2020 | Public statements | Speech by Robert Ophèle, AMF Chairman - ISDA Conference (International Swaps and Derivatives Association) - "Outlook for European regulation " - 2 December 2020 … where streamlining is necessary. In total, for the equity and non-equity markets, around 900 waivers have been submitted to … a need for harmonisation. To focus specifically on the non-equity post-trade regime, the fact that the deferral of … |
25 November 2020 | AMF news release | 2020's general meetings and executive compensation: the AMF publishes its annual report on corporate governance Given the exceptional context of the Covid-19 pandemic, the AMF provides details on the holding of general meetings in camera. It analyses the information published by listed companies about executive compensation with a focus on variable and exceptional compensation. For the first time this year, the AMF also presents comments on some proxy… … of the corporate governance report for companies is the equity ratio, which measures the ratio between the … |
24 November 2020 | Ombudsman’s Blog | Full community of marital property regime: what are the consequences on the death of a spouse who holds securities? On the death of a spouse, the question arises concerning the framework within which their securities are transferred to the surviving spouse.
The presentation of this dispute draws attention to the rules governing the matrimonial regime of full community of property with a full transfer of ownership clause, and its significant effects on the… … facts … Mrs M. told me that her husband held a personal equity savings plan (PEA: Plan d’Epargne en Actions) and an … on page 380, the death of the holder of a "PEA" personal equity savings plan entails the closure of the plan. This was … |
29 October 2020 | Ombudsman’s Blog | In the event of an incomplete questionnaire, the bank must alert its clients but transmit their stock exchange orders MiFID II increased the obligations of investment services providers (ISPs) regarding the assessment of their clients: more than ever, the ISPs must make sure that the planned product or service corresponds to their clients' profile. However, to do so, they must have the necessary information. Now, in some cases a client refuses to fill in the… … that his bank also allowed the opening of a "PEA" personal equity savings plan and that it accordingly very quickly … |