07 March 2025 | News | The AMF shares the lessons learned from its latest experiments with automated processing of regulatory data Following an initial study conducted in 2022 on automating the processing of risk disclosures in listed company documents, the French Financial Markets Authority (AMF) continued its work in 2023 and 2024 to explore the potential of artificial intelligence and automated extraction tools in the analysis of regulatory reporting. … specify the environmental and social characteristics of financial products. These documents, illustrative of regulatory … from this analysis can be applied more broadly to other financial reports. … Some key lessons for the development of … |
27 February 2025 | Article | Our Social Responsibility At the AMF, we view sustainable development as a major challenge for society. We are committed to including sustainability issues, not only in our strategy towards the market participants we regulate, but also in our daily actions. … be made in the office, environmentally-friendly cleaning products, etc. Our employees contribute massively to this … and should have a positive impact on the environment. … Financial education for the general public … The AMF … Info Service to keep them informed on a daily basis. Financial education also consists in the development of … |
19 February 2025 | | Management companies Are you a European investment management company wishing to manage French UCITS or AIFs or open a branch in France? Are you a French or foreign investment management company wishing to market UCITS or AIFs in France? The AMF's teams will help you and you will find the information you need in this section. … ratios, which must be complied with at all times, may be financial or non-financial in nature. En savoir plus … Les actualités de mon … You will find all the information you need here. 2. Market products in France or in Europe Fermer 2. Are you a French or … |
19 February 2025 | AMF news release | The AMF publishes the findings of its thematic inspections of asset management companies’ monitoring of fund investment ratios, compensation and claims This new ‘SPOT’ summary focused on the ratios that define the investment rules and asset mix, as stipulated by provisions of the law, or the internal or contractual rules of UCITS and AIFs, as well as the investors’ information documents, such as the prospectus. These ratios, which must be complied with at all times, may be financial or non… … from investing more than 35% of the assets of a UCITS in financial securities or money market instruments issued by a … and monitoring of regulated market participants and products, and enables the regulator to identify situations … responsible for ensuring that savings invested in financial products are protected and that investors are … |
19 February 2025 | Public statements | Speech by Marie-Anne Barbat-Layani, AMF Chair - New Year address to the financial centre - Thursday 16 January 2025 … Barbat-Layani, AMF Chair - New Year address to the financial centre - Thursday 16 January 2025 … Check against … address by the Autorité des Marchés Financiers to the financial community. It is the perfect opportunity to present … on we will now take a more aggressive stance against bad products 'imported' with the European passport, the … |
11 February 2025 | In-depth | AMF Examination: Test of Minimum Knowledge Who are the professionals concerned by the test of minimum knowledge regarding the financial, regulatory and ethical environment? What is the difference for employees between the internal test and the AMF examination? Find all the useful information here. … including portfolio asset management companies and financial investment advisors, must check that the persons … relating to the regulatory and ethical environment and financial techniques. Investment service providers In the … of the management of one or more collective investment products; Head of financial instrument clearing: a natural … |
05 February 2025 | AMF news release | The AMF approves its first bond prospectus for European green bonds under the ‘EuGB’ standard The AMF has approved a prospectus of Île-de-France Mobilités, enabling the first admission to trading on Euronext Paris of European green bonds under the EuGB standard and governed by French law. This issuance complies with the stipulations of the new European regulation which require the bond proceeds to be allocated to finance sustainable… … is further proof of the attractiveness of the Paris financial market for sustainable finance. The AMF is working … This transaction demonstrates the expertise of the Paris financial centre and its regulator in the field of … for ensuring that savings invested in financial products are protected and that investors are provided with … |
31 January 2025 | Article | AMF Household Savings Observatory The AMF’s Observatory tracks the household savings market. It monitors the evolution of preferences, attitudes and perceptions of French savers and investors. It is interested in the promotional communication regarding investments products, the fees applied and the various distribution channels. … study conducted on information surrounding "ESG" products. 4. Letter No.57 - June 2024 Fermer Letter No.57 … who have carried out at least one transaction on financial instruments in the past three months. 2. No.16 - … who have carried out at least one transaction on financial instruments in the past three months. 3. No.15 - … |
31 January 2025 | Policy | Position - Recommendation DOC-2012-11 - Guide for retail and professional private equity funds DOC-2012-11 covers maturity management and liquidation procedures for retail private equity funds. It also provides professional private equity funds with specific details of the due diligence required when their assets are fully invested in a sole entity established under foreign law, on the conditions under which their management company can… … … Articles R.214-40 et R.214-41 of the Monetary and Financial Code (in french only) Articles R.214-53 et R.214-54 of the Monetary and Financial Code (in french only) Articles R.214-71 et R.214-72 … of receipts from the sale of these assets and other products being distributed no later than the close of the … |
20 January 2025 | Article | Our priorities for Action and Supervision Each year, the AMF publishes its action and supervisory priorities. Aiming to guide the action of the AMF throughout the year, these priorities reflect the requirements of the Institution which works daily to protect investors and the attractiveness of the Paris financial center thanks to quality control. … … Exacting demanding regulator for a leading European financial centre … Action 1. Implementing a demanding … Action 5. Continuing the AMF's efforts to the benefit of financial stability Action 6. Contributing to European work … to employee conduct Client communication on illiquid products Digitalised channels offered to retail clients … |
