27 April 2023 | AMF news release | Equity savings plans : the AMF working group proposes avenues for improvement The Autorité des Marchés Financiers (AMF) has published the report of the working group set up in September 2022 to analyse the difficulties encountered by some retail investors in using their equity savings plans (PEAs), in particular with transfer times. The report sets out some 15 practical proposals aimed at remedying the problems identified… … Equity savings plans : the AMF working group proposes avenues … issues and find practical solutions for this tax-efficient equity savings product, which is popular with French retail … 2023 (in French only) The AMF creates a working group on equity savings plans (PEAs) The Autorité des Marchés … |
20 April 2023 | AMF news release | Slight recovery of retail investor activity in the stock market After a slowdown in the second half of last year, the number of active retail investors in the stock market in the first quarter of the year picked up again, but without returning to the levels seen between 2020 and 2022. The number of investors in exchange-traded funds (ETFs) reached the highest level recorded by the Autorité des Marchés… … activity in the first quarter, amid a strong rally in equity markets. Over the first three months of the year, … activity in the stock market … Long term investment … Equity Savings Plan … |
14 April 2023 | Ombudsman’s Blog | Companies under court-ordered liquidation: what can you do with worthless securities in your portfolio? As I have already discussed in previous issues, I regularly receive requests from clients wishing to transfer or close their securities account and who find it difficult to do so because their portfolio contains securities whose issuer is in court-ordered liquidation. My past intervention has resulted in some progress, in particular with regard to… … foreign securities are concerned … Read more … Personal equity savings plans: unlisted securities of a company in … resulted in some progress, in particular with regard to equity savings plans (PEA). Worthless securities can now be … as I will explain in this month’s case. [ 1 ] Equity savings plans: unlisted securities of a company in … |
24 March 2023 | News | Sustainable Finance Disclosure Regulation: the AMF publishes a study on classifications and fossil fuel exposure in the French funds universe The AMF publishes a first overview of the breakdown of the French fund market along the classifications introduced by the European Sustainable Finance Disclosure Regulation (SFDR), nine months after its entry into application. This assessment covers 10,616 French collective investment schemes, representing assets under management of more than €1.9… … of the total assets and are relatively more numerous among equity funds. … Results on exposure to fossil fuels industries and developers … Article 8 and Article 9 equity funds have a lower exposure to fossil fuel industries … industries and developers for the four main asset classes: equity, bond, diversified and money market funds. As it is … |
09 March 2023 | Article | The mediation Charter … the Ombudsman issues an opinion grounded in law and in equity in which, failing agreement between the parties, he … |
08 March 2023 | AMF news release | The AMF has produced the standard profile of active investors in 2022 Men and women: who trades in the stock market, in what type of securities, and in what age group? The Autorité des Marchés Financiers (AMF) has analysed the profile of French investors who bought and sold financial securities in 2022. The results show that three out of ten active investors are women and that men perform more transactions. … the number of instruments traded per year, the amount per equity transaction, the value of the portfolio and the … of an adviser, their risk appetite and their interest in equity investments. Invited to assess their level of … standard profiles AMF Barometer special edition: women and equity investments Men and women: who trades in the stock … |
08 March 2023 | Report / study | AMF Barometer special edition: women and equity investments Based on its Savings and Investment Barometer, which surveys 2,000 men and women each year about their attitudes and perceptions of investing, this analysis looks at women's responses to their ownership of financial products, their knowledge, their use of an advisor, their openness to risk and their interest in equity investments. … AMF Barometer special edition: women and equity investments … Télécharger le contenu Based on its … an advisor, their openness to risk and their interest in equity investments. AMF Barometer special edition: women and equity investments … … |
08 March 2023 | Report / study | Retail investor activity and standard profiles This new study from the Autorité des Marchés Financiers details for the first time retail investor activities according to their sex and age, in order to determine their standard profiles. In 2022, 70% of active retail investors are men and 30% are women. Their behaviour differs according to their age, as men make more transactions in the earliest… … activity and standard profiles … Financial products … Equity … Order … MIFID … Marketing … |
17 February 2023 | AMF news release | The AMF calls on listed companies to improve investor information regarding the risks incurred in the case of dilutive financing transactions With a view to the protection and satisfactory information of investors, the Autorité des Marchés Financiers is reinforcing its policy and recommends that companies which resort to financing via the issuance of equity securities or securities giving access to the capital spread over time should adopt a standard press release and warning regarding… … of dilutive financing transactions … In their search for equity financing, some listed companies may resort to … of options (PACEOs – according to the French acronym – or equity lines) or the issuance of convertible bonds with … using dilutive financing in the form of OCABSAs or equity lines With a view to the protection and satisfactory … |
16 February 2023 | News | Extension of the preparation of a Key Information Document to all collective investments: the AMF updates its policy The AMF has updated its asset management policy to take into account the new rules applicable to the preparation and publication of a Key Information Document (KID) in accordance with the European PRIIPs Regulation. … 2022 Since 1 January 2023 UCITS, FIVG funds, private equity funds, OPCIs, funds of alternative funds, employee … |