16 February 2023 | Policy | Position - Recommendation DOC-2011-05 … A guide to regulatory documents governing collective investment undertakings … Investment management companies … which would not suit the profile of the CIS. Using the term “guaranteed” for a CIS which bears a risk of capital … risky assets is needed. The liquidation period can last long and, consequently, delay the effective adjustment, … |
24 January 2023 | AMF news release | Over 1.5 million retail investors bought or sold shares in 2022 The ninth edition of the AMF's Active Retail Investor Dashboard shows that many retail investors continued to invest in the stock market last year, notwithstanding a more challenging environment, after an exceptional year in 2021. This is higher than in 2020 and previous years. … and for the financing of our economy. In the medium and long term, investing in equities is still the most effective way … II) in January 2018. Due to late or adjusted reporting by investment services providers, some figures had to be revised … |
24 January 2023 | Retail investors dashboard | The Active Retail Investor Dashboard - No.9 - January 2023 The Active Retail Investor Dashboard provides quarterly updates on individuals who have carried out at least one transaction on financial instruments in the past three months. … January 2023 … Retail investors dashboard … Journalists … Investment services providers … Investment management … Retail Investor Dashboard - No.9 - January 2023 … Shares … Long term investment … Securities account … Equity Savings Plan … |
20 January 2023 | Public statements | Speech by Marie-Anne Barbat-Layani, AMF Chair - New Year address to the financial centre - Monday 9 January … and the ecological transition, which requires considerable investment. This is an area in which we still need to make … on its integrity and on the high standards that have long been reflected in its rigorous management and … strict regulations are the best way to guarantee the long-term development of a financial centre. This is the hallmark … |
01 January 2023 | | Article 421-13 Book IV - Collective investment products > Title II - AIFS > Chapter I - General provisions > Section 1 - Procedure for marketing and pre-marketing of AIFs > Sub-section 1 - Marketing procedure in France > Paragraph 2 - Procedure for marketing aifs in france to retail investors … Article 26 of Regulation (EU) 2015/760 of 29 April 2015 on long-term European investment funds, any asset management company, authorised … |
01 January 2023 | Policy | Position - Recommendation DOC-2007-25 The purpose of this Position-Recommendation is to answer questions that market professionals may have about the rules of conduct applicable to ISPs. It provides clarification on four topics: client categorisation, information provided to clients, agreements to be entered into, and suitability assessment. … Q&A on the rules of conduct applicable to investment services providers … Investment services providers … have policies and procedures in place to assess the long-term relationship11 between the fee level12 of funds with an … |
20 December 2022 | AMF news release | The AMF’s latest savings barometer finds that the French are a little less inclined to invest in the stock market The sixth edition of the Savings and Investment Barometer of the Autorité des Marchés Financiers (AMF) shows a drop in French people's equity investment intentions compared to last year, in a more uncertain economic environment. By contrast, French people who are already stock market investors are more optimistic. … of the French population, the AMF Savings and Investment Barometer reveals a change in French people's … the keys to invest and diversify their savings over the long term” said Marie-Anne Barbat-Layani the AMF’s chair. … About … |
19 December 2022 | Report / study | AMF Savings and Investment Barometer - 2022 The AMF Barometer asks the French about their preferences and perceptions in terms of investments, particularly with regard to equity investments. This 6th edition of the survey, which covers a sample of 2,000 people aged 18 and over interviewed from September 20 to October 10, 2022, highlights a decline in equity investment intentions, in a… … AMF Savings and Investment Barometer - 2022 … Télécharger le contenu The AMF … issuers … AMF Savings and Investment Barometer - 2022 … Long term investment … Collective investments … Shares … Savings … |
19 December 2022 | Household Savings Newsletter | AMF Household Savings Newsletter - No. 50 - December 2022 This Letter presents the results of the sixth edition of the AMF Savings and Investment Barometer, which monitors the evolution of French people's investment attitudes and preferences. This edition highlights a decline in equity investment intentions, in a more uncertain economic context. … the results of the sixth edition of the AMF Savings and Investment Barometer, which monitors the evolution of French … Household Savings Newsletter - No. 50 - December 2022 … Long term investment … Collective investments … Investment services … |
21 October 2022 | AMF news release | Significant drop in the number of active retail investors amid a stock market downturn The AMF's Active Retail Investor Dashboard shows the number of individuals who made at least one purchase or sale in equities in the third quarter of 2022 has declined by one third compared to the second quarter. … institutions and the French branches of European Union investment services providers, since the European Markets in … of active retail investors amid a stock market downturn … Long term investment … Shares … |