10 July 2026 | Article | List of DASPs delisted You will find the list of DASPs delisted by the AMF … Withdrawal for cessation of activity E2023-065 AXA INVESTMENT MANAGERS IF SA 07/03/2023 Digital assets custody … management of digital assets on behalf of third parties Advice to subscribers of digital assets E2023-080 CACEIS BANK … Prudential Supervisory and Resolution Authority) - AXA INVESTMENT MANAGERS IF SA (September 9, 2024) Delisting of a … |
09 July 2026 | Report / study | Summary of the findings of the Autorité des Marchés Financiers anti-money laundering and combating the financing of terrorism inspections (AML/CFT) that gave rise to follow-up action between 1 January 2022 and 31 December 2025 The purpose of this summary is to present the inspections carried out by the Autorité des Marchés Financiers and their follow-up in the area of anti-money laundering and combating the financing of terrorism, and in combating tax evasion and fraud, involving asset management companies and financial investment advisors. It sums up the main lessons… … fraud, involving asset management companies and financial investment advisors. It sums up the main lessons to be … fraud, involving asset management companies and financial investment advisors. It sums up the main lessons to be … fraud, involving asset management companies and financial investment advisors. It sums up the main lessons to be … |
03 July 2026 | In-depth | Guarantee for the services provided by asset management companies This document sets out the main provisions of the legislative and regulatory framework governing the asset management company services guarantee scheme. … is separate from the securities guarantee scheme of which investment services providers (ISPs), other than AMCs, are … French AMCs: that are authorised to provide one or more investment services (reception and transmission of orders on … management is delegated to a third party, and investment advice); and/or that register on account in nominative form … |
24 June 2026 | News | The AMF has introduced a new methodology for document-based inspections of financial investment advisor Over the course of 2025, the Autorité des Marchés Financiers (AMF) transformed its document-based inspections of financial investment advisors (FIAs). The new methodology, known as ‘CORE’ for Campagne d'Observation des Risques et d'Enseignements (Risks and Lessons Observation Campaign), is designed to strengthen the support provided to market… … methodology for document-based inspections of financial investment advisor … impact of costs and fees on the performance of the investment. This is likely to limit a client’s full … of the principal adverse impacts (PAIs) of the investment made. Such an approach is likely to limit an FIA's … |
10 June 2026 | 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. … in France by means of a promotional communication, the key investment information sheet and all promotional … |
08 June 2026 | AMF news release | Special edition of the AMF Barometer: while artificial intelligence is still not widely used in investment practices, it is winning over more young investors For the first time, the Autorité des Marchés Financiers is publishing a special edition of its Savings and Investment Barometer devoted to artificial intelligence (AI). The study analyses the place of AI in the investment practices of the French, its uses and how it is perceived. It highlights a generational divide: young people are five times… … while artificial intelligence is still not widely used in investment practices, it is winning over more young investors … According to our latest Savings and Investment Barometer published in December 2025, 11% of … intelligence as a source of information before making an investment, far behind their bank or financial advisor (42%) … |
08 June 2026 | Report / study | Focus of the AMF Savings and Investment Barometer: Investing and Artificial Intelligence In the area of investment, artificial intelligence (AI) is gradually being integrated into the financial practices of French people. However, adoption remains limited, and AI is used mainly as a supplementary source alongside other information channels. … Focus of the AMF Savings and Investment Barometer: Investing and Artificial Intelligence … In the area of investment, artificial intelligence (AI) is gradually being … other information channels. Focus of the AMF Savings and Investment Barometer: Investing and Artificial Intelligence … |
28 April 2026 | Household Savings Newsletter | AMF Household Savings Newsletter - No.65 - April 2026 The AMF takes stock of fee trends for financial investments, both for direct investments in individual equities (posted fees as of January 2026) and for collective investments (average annual fees applied in 2025). … investments made by retail investors. In terms of French investment funds available to retail investors, it notes the … transaction fees fell sharply with the arrival of online investment platforms in the 2000s, and more recently with the … fees must be communicated to the investor prior to any advice or transaction, as well as periodically. This … |
24 April 2026 | Spot Inspections | Summary of SPOT inspections on the digital client journey As an extension of the work carried out by the Autorité des Marchés Financiers (AMF) on retail investor protection, and as announced in its supervisory priorities for 2025, a series of short thematic inspections (SPOTs) was carried out on the digital pathways offered to retail clients for subscribing to and placing orders for financial instruments… … looked at four credit institutions authorised to provide investment services. Summary of SPOT inspections on the … looked at four credit institutions authorised to provide investment services. Summary of SPOT inspections on the … looked at four credit institutions authorised to provide investment services. Summary of SPOT inspections on the … |
31 March 2026 | Spot Inspections | Summary of SPOT inspections of the compliance and internal control functions within asset management companies The scope of this SPOT campaign encompassed the compliance and internal control functions in place within five asset management companies ("AMCs"). The campaign was part of an ESMA common supervisory action (CSA) for the 2025 financial year. It follows on from the SPOT campaign conducted in 2020 on the outsourcing of internal control. An… … for IT systems. FCP An FCP (unit trust) is a collective investment undertaking that allows investors to pool their … European level providing essential information about the investment, its nature and its main characteristics. Net risk … AMF GR (AIFs) and Article 321-92 of the AMF GR (UCITS), - Advice and assistance to operational staff: Article 61 (2) of … |
