23 January 2025 | Article | Operating as a crowdfunding service provider in France In which cases can you apply to the AMF for authorisation to become a crowdfunding service provider? How do you obtain this authorisation? Have you been authorised as a crowdfunding service provider in another Member State of the European Union (EU) and would like to offer your services in France? Find all the useful information here. … instruments abolished the French regime for crowdfunding investment advisers (CIAs) and investment services providers authorised to provide the … The AMF and ACPR strongly suggest that you seek advice when preparing your application. … Submit the … |
17 January 2025 | AMF news release | The AMF publishes its action and supervisory priorities for 2025 Marie-Anne Barbat-Layani, Chairwoman of the Autorité des Marchés Financiers (AMF), presented the AMF’s main priorities for the coming twelve months to the press.These priorities reflect the AMF ‘IMPACT 2027’ strategic orientations for 2025. … its capital markets. The AMF will support the Savings and Investment Union project, with the priorities of more direct … of the Paris marketplace and the Savings and Investment Union are two fundamental priorities for the AMF. … scams. The AMF will be vigilant to ensure that investment advice is appropriate and will continue its pedagogic and … |
14 January 2025 | News | AMF 2024 Barometer: French equity investment intentions remain high The Autorité des Marchés Financiers (AMF) publishes its annual Savings and Investment Barometer. This latest edition confirms the French public's interest in equity investments, particularly among younger people. … AMF 2024 Barometer: French equity investment intentions remain high … The AMF’s Savings and Investment Barometer measures changes in French attitudes and … Half of the respondents (51%) feel they have enough advice on saving. Almost all (93%) of those who have received … |
14 January 2025 | Household Savings Newsletter | AMF Household Savings Newsletter - No. 60 - January 2025 The Letter No. 60 presents the main results of the last edition of the AMF Savings and Investment Barometer. It highlights the continued high level of investment intentions in equities among investors, mainly the youngest.The AMF Barometer also uses new questions to explore the relationship between financial advisors and retail investors. … main results of the last edition of the AMF Savings and Investment Barometer. It highlights the continued high level of investment intentions in equities among investors, mainly the … services … Shares … Collective investments … Investment advice … |
30 December 2024 | Policy | Position - Recommendation DOC-2020-03 - Information to be provided by collective investment schemes incorporating non-financial approaches 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… … Information to be provided by collective investment schemes incorporating non-financial approaches … … Recommendation Information to be provided by collective investment schemes incorporating non-financial approaches … by different means (advertising, direct marketing, advice, etc.) with a view to encouraging an investor to … |
19 December 2024 | 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. … Savings Observatory … Image illustrant un sondage Investment scams in France - October 2024 This study … main results of the lastest edition of the AMF Savings and Investment Barometer. It highlights the continued high level … customers who are in a position to benefit from investment advice. The Active Retail Investor Dashboard 1. No.16 - … |
18 December 2024 | Policy | Position - Recommendation DOC-2012-19 - … companies and self-managed collective investments … Investment management companies Organisational rules Asset … regulations that transpose MiFID II and legally separate investment firms from asset management companies. The update … of UCITS/AIF managed by another manager 3 - Investment advice AMF Position–Recommendation: Guide to preparing the … |
17 December 2024 | Article | Obtaining a DASP registration/optional licensing Do you want to know in which cases registration with the AMF as a Digital Asset Service Provider (DASP) is mandatory? To obtain an optional licensing? You will find all the information on the subject here, together with the list of registered DASPs and the list of DASPs licensed by the AMF. … or more digital assets under a mandate given by a client; advice to investors in digital assets, which means giving … Withdrawal for cessation of activity E2023-065 AXA INVESTMENT MANAGERS IF SA 07/03/2023 Digital assets custody … Prudential Supervisory and Resolution Authority) - AXA INVESTMENT MANAGERS IF SA (September 9, 2024) Delisting of a … |
04 December 2024 | In-depth | The Listing Act: Facilitating Companies' Access to European Capital Markets The Listing Act introduces significant changes to European regulations. In this document, the AMF outlines its main features. While some provisions will come into force as early as December 4, others will be implemented gradually, with delays of 15, 18, and 24 months following its entry into force. … or trade activities that do not relate to active investment decisions undertaken by the person discharging … (date of application of the amended MiFID II directive), investment service providers, as defined by article 4(1)(1) … open until December 31, 2024, on draft technical advice concerning the Prospectus Regulation and on updating … |
29 November 2024 | In-depth | The European regulation Markets in Crypto-Assets (MiCA) Crypto-asset services requiring authorisation, obligations to be met, procedures for submitting a crypto-asset service provider (CASP) application, notification of offers to the public and admission to trading of crypto-assets, provisions relating to market abuse: in this "in-depth" you will find the main provisions of the European regulation on… … credit institution, central securities depository, investment firm, market operator, electronic money … management company of an undertaking for collective investment in transferable securities (UCITS) or alternative … orders for crypto-assets on behalf of clients; Providing advice on crypto-assets; Providing portfolio management on … |
