Print from the website of the AMF
Merci de désactiver le bloqueurs de pub pour visualiser cette vidéo.
Titre clair et concis du tableau20 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 funds, retail venture capital investment … estate collective investment undertakings (OPPCI), private equity funds and employee investment funds (FCPE) 2 For … |
14 December 2023 | Policy | Recommendation DOC-2012-02 … based on the payment of a numerical amount or an amount of equity securities to the executive and sometimes include the … |
14 December 2023 | Policy | Position - Recommendation DOC-2012-19 … 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 … an asset management company which manages private equity (authorised or declared) or specialized professional … |
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… |
09 November 2023 | AMF news release | An OECD study for the AMF profiles new French retail investors In order to gain a better understanding of retail investors who have started to invest in the markets since 2020, the Autorité des Marchés Financiers (AMF) has requested the support of the European Commission, which has designated the Organisation for Economic Co-operation and Development (OECD) to assist it in its efforts to target this audience… … new French retail investors … Long term investment … Equity … |
02 November 2023 | Policy | Instruction DOC-2016-02 Instruction DOC-2016-02 describes the organisational conditions that must be fulfilled by a portfolio asset management company managing AIFs wishing to grant loans. It defines the requirements for obtaining authorisation or an extension of authorisation. It also specifies the conditions for reporting to the AMF and the Banque de France for the… … situations: - an asset management company that invests in equity instruments and debt instruments or in loans (or in … |
26 October 2023 | News | Loans originated by AIFs: the AMF amends its guidelines on reporting requirements Following the approval of amendments to its General Regulation, the Autorité des Marchés Financiers (AMF) is amending its instruction DOC-2016-02 concerning the AMF's disclosures on loans originated by alternative investment funds (AIF). … specialised funds (FPS), professional private equity funds (FPCI), securitisation vehicles (SV) and … |
19 October 2023 | AMF news release | The AMF ensures that retail investors are properly informed on fees of financial products The Autorité des Marchés Financiers (AMF) has published a guide for professionals on the terms they should use to make it easier for their customers to understand and compare fees. The AMF has launched a new section on fees on its website, providing educational content and tools to help retail investors better understand the costs they may be… … the overview of fees charged on different types of funds (equity, bond, diversified, ETFs, employee savings schemes) … |
06 October 2023 | Public statements | Speech by Benoît de Juvigny, AMF Secretary General - AFME’s 7th Annual European Compliance and Legal Conference – 28 September 2023, Brussels … their own research. On top of that, the market share in EU equity research of non EU international banks is very … |
02 October 2023 | Policy | Position - Recommendation DOC-2019-16 DOC-2019-16 sets out the due diligence obligations with regard to clients and their beneficial owners, as provided by Articles L. 561-4-1 and following of the Monetary and Financial Code, taking account of the essential contributions of the 4th directive and 5th directive, and notably the reinforcement of the risk-based approach, the distinction… … and retail investment funds set up as unit trusts, private equity funds, securitisation mutual funds, real estate … In this respect, the partners are notably the issuers of equity securities, debt securities, shares (in cooperatives … and retail investment funds set up as unit trusts, private equity funds, securitisation mutual funds, real estate … |
Revenir en haut de page