04 October 2023 | In-depth | Sustainable finance Finance must contribute to the transition towards a more sustainable economy. Focus on our approach, our publications, and actions in the field of sustainable finance. … supervise funds' disclosure of non-financial information. Marketing documentation must reflect the fund's strategy and … |
07 September 2023 | AMF news release | The AMF and the ARPP launch the Responsible Influence Certificate in Finance The Autorité des Marchés Financiers (AMF) and the Autorité de Régulation Professionnelle de la Publicité (ARPP) have jointly set up a training module for influencers in the financial sector. Their aim is to help professionalise commercial influence, an activity that is now regulated by law. … general training course on best practices in influencer marketing. Given that investment is one of the fields on … |
28 August 2023 | AMF news release | The AMF pays tribute to Jacques Delmas-Marsalet The Autorité des Marchés Financiers (AMF) is deeply saddened to learn of the death of Jacques Delmas-Marsalet. A board member of the Commission des Opérations de Bourse (COB) from 2000 to 2003, and then of the AMF from 2003 to 2014, he played a key role in improving retail investor protection and supervision of the marketing of financial products. … public authorities in this area. His 2005 report on the marketing of financial products to retail investors, … transparent information for customers, better targeting of marketing, training for advisers, objective and impartial … and insurance supervisory authorities, in areas such as marketing controls, which inspired the creation in 2010 of … |
02 August 2023 | News | The AMF updates its policy on the information to be provided by collective investment schemes incorporating non-financial approaches The AMF has amended its Position-Recommendation DOC-2020-03 which defines the disclosures to be made by collective investment schemes incorporating non-financial approaches. The update extends the scope of this policy to include French and foreign European long-term investment funds (ELTIFs) marketed to retail investors in France. … (key investor information documents, prospectuses) and marketing materials. French ELTIFs taking the form of … 2024) amends the original ELTIF Regulation and eases the marketing conditions of the AIFs ELTIFs marketed to retail … |
31 July 2023 | Enforcement Committee news releases | The AMF Enforcement Committee fines an asset management company for breaches of its professional obligations In its decision of 26 July 2023, the Enforcement Committee imposed a fine of €200,000 on the asset management company Eres Gestion. Eres Gestion is an asset management company specialising in employee savings, retirement savings and employee shareholding schemes. … relating to management fee rebates in connection with the marketing of its funds. With regard to this obligation, the … |
30 July 2023 | | Article 721-3 Book VII - Token Issuers and Digital Assets Services Providers > Title II - Digital Assets Services Providers > Chapter I - Registration requirements, license requirements and common provisions applicable to licensed digital assets services providers > Section 2 - License requirements … governance mechanisms; A description of the procedures for marketing digital assets; Where it provides the service … Financial Code, a description of the execution policy, the marketing policy and a description of the method used to … governance mechanisms; A description of the procedures for marketing digital assets; Where it provides the service … |
01 January 2024 | Policy | Recommendation DOC-2020-07 … 12.1. Who are the persons authorised to carry out direct marketing pursuant to Article L. 341-3 of the Monetary and … has business premises or premises intended for the marketing of a service on digital assets in France; - the … 12.1. Who are the persons authorised to carry out direct marketing pursuant to Article L. 341-3 of the Monetary and … |
17 July 2023 | Public statements | Speech by Marie-Anne Barbat-Layani, AMF Chair – Publication of 2022 annual report AMF and the strategic guidelines for the period 2023-2027 – Monday 26 June 2023 … universe, we will also strengthen our tools for monitoring marketing practices and investment offers, and will … data protection. Lastly, as scams and problematic marketing practices are constantly being renewed, we will be … |
28 June 2023 | AMF news release | The ACPR and AMF Joint Unit for Insurance, Banking and Retail Investment publishes its 2022 annual report In 2022, the Joint Unit of the Autorité de Contrôle Prudentiel et de Résolution (ACPR) and the Autorité des Marchés Financiers (AMF) continued its efforts to combat financial scams and monitor commercial practices, alongside its theme-based work. In an economic environment marked by inflation and rising interest rates, investor protection remains… … which aims to improve the process of financial product marketing and to measure the economic benefit of the products … in this area and shared their findings to ensure that marketing communications are treated in a consistent manner. … rise of social media and influencers in financial product marketing and new savings offers was widely acknowledged in … |
26 June 2023 | AMF news release | Impact 2027: six main strategic guidelines for 2023-2027 Marie-Anne Barbat-Layani, AMF Chair, presents the AMF's strategic guidelines for the coming years: be a demanding regulator for a leading financial centre, conduct strong international action, protect retail investors, promote more sustainable finance and support innovation. The AMF will also maintain an internal priority, as an essential basis… … of social media, it will strengthen its monitoring of marketing practices and investment offers, and will … |