09 September 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) … Read more … … |
02 August 2024 | News | MiCA Regulation: AMF now accepting applications for authorisation as a CASP With six months to go until entry into application of the provisions on crypto-asset services under the European MiCA Regulation, the Autorité des Marchés Financiers (AMF) has now begun to accept applications for authorisation to become a crypto-asset service provider from 1 July 2024. In anticipation of the upcoming entry into application, find…… orders for crypto-assets on behalf of clients; providing advice on crypto-assets; providing portfolio management on … subject to mandatory registration (such as Financial Investment Adivors (FIA) providing advice on crypto-assets, for example) will be able to benefit … |
19 July 2024 | 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 … |
13 June 2024 | AMF news release | Mystery shopping visits to bank branches: the collection of client sustainability preferences remains fragmented The new mystery shopping visit campaign carried out by the Autorité des Marchés Financiers (AMF) between September 2023 and March 2024 among advisers at banking institutions has revealed that client sustainability preferences are still not being collected systematically. This could be explained by the fact that this campaign took place one year…… through the quality of the questions asked, the advice given and the nature of the products proposed. As part … one potentially interested in making a sustainable investment, and one spontaneously expressing their wish to … of between 60,000 and 105,000 euros, was looking for investment advice and was prepared to take risks to grow … |
06 June 2024 | Household Savings Newsletter | AMF Household Savings Newsletter - No. 57 - June 2024 The AMF has conducted a new campaign of mystery shopping in bank branches. The main aim was to establish an inventory of the practices used to collect the sustainability preferences of clients who were in a position to benefit from investment advice.… of clients who were in a position to benefit from investment advice. AMF Household Savings Newsletter - No. 57 - June 2024 … of clients who were in a position to benefit from investment advice. … AMF Household Savings Newsletter - No. … |
06 June 2024 | Report / study | 2024 AMF Sustainable Finance mystery shopping detailed results This report presents the detailed results of the mystery shopping campaigns in bank branches conducted by the AMF aimed at establishing an inventory of the practices used to collect the sustainability preferences of customers who are in a position to benefit from investment advice.… of customers who are in a position to benefit from investment advice. 2024 AMF Sustainable Finance mystery shopping … of customers who are in a position to benefit from investment advice. … 2024 AMF Sustainable Finance mystery … |
04 June 2024 | Article | Photos & CVs … first as Head of the Office of Credit Institutions and Investment Firms and Secretary General of the National Euro … at the Ministry of Justice, where he was responsible for investment and securities fraud and financial criminal law. … services sectors, as well on assignments providing advice on transactions. In 2007, she joined the AMF's … |
22 April 2024 | Policy | Instruction DOC-2011-19 - … for French and foreign UCITS marketed in France … Investment management companies UCIT Prospectus Policy The … and regulations that transpose MIF 2 and legally separate investment firms from asset management companies. The update … delegated; 7° Advisors Information about the investment advice firms or outside investment advisors, as long as the … |
18 April 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.… of customers who are in a position to benefit from investment advice. Detailed results HOUSEHOLD SAVINGS OBSERVATORY … of customers who are in a position to benefit from investment advice. 2. Letter No.56 - April 2024 Fermer Letter … |
05 April 2024 | Article | Climate and Sustainable Finance Commission The Climate and Sustainable Finance Commission was set up by the AMF on 2 July 2019 and brings stakeholders together on the issue of sustainable finance. … receive no remuneration. Meetings, working documents and advice given to the AMF board are confidential. … Composition … asset managers, institutional investors, corporate and investment banking, non-financial rating agencies, data … Infrastructures … Professional investors … Journalists … Investment services providers … Investment management … |
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