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Titre clair et concis du tableau06 March 2023 | Household Savings Newsletter | AMF Household Savings Newsletter - No. 51 - March 2023 This letter of the AMF Household Savings Newsletter presents the main results of the mystery shopping campaign in bank branches conducted by the AMF in 2022. Progress has been made, but MiFID 2 is still not fully implemented. … … AMF Household Savings Newsletter - No. 51 - March 2023 … Marketing … Savings protection … |
02 March 2023 | Warning | The AMF warns the public about fraudulent investment offers through trading robots The Autorité des marchés financiers (AMF) is calling on the public to be extremely vigilant regarding automated Forex trading offers from entities that are not authorised to provide investment services in France. These offers also rely on affiliate programs and particularly target the French overseas departments and territories. … at various levels, in a similar way to multi-level marketing (MLM) structures, whose aggressive practices in the … |
16 February 2023 | FAQ | The invoiced AIF was authorised for marketing in France by mistake. Do I have to pay the fixed fee? If the AIF was authorised for marketing in France by mistake, ask your supervisory authority to confirm to you that this information has been sent to the AMF. Your supervisory authority must confirm to the AMF that the application for marketing in France was sent by mistake. Without this confirmation, the fixed fee remains payable. … The invoiced AIF was authorised for marketing in France by mistake. Do I have to pay the fixed fee? … If the AIF was authorised for marketing in France by mistake, ask your supervisory … authority must confirm to the AMF that the application for marketing in France was sent by mistake. Without this … |
16 February 2023 | FAQ | The invoiced AIF is no longer authorised for marketing in France. Do I have to pay the fixed fee? If the AIF is no longer authorised for marketing, check the date of termination of marketing. If the date is later than 1 January of year N, then you are liable for the fixed fee. If the date of marketing authorisation is earlier than 1 January of year N, ask your supervisory authority to confirm to you that this information has been sent to the… … The invoiced AIF is no longer authorised for marketing in France. Do I have to pay the fixed fee? … If the AIF is no longer authorised for marketing, check the date of termination of marketing. If the date is later than 1 January of year N, … |
16 February 2023 | FAQ | The invoiced AIF has never been marketed in France. Do I have to pay the fixed fee? The fixed fee is payable for the marketing authorisation, and not for the actual activity. Accordingly, although you may never have marketed the AIF in France, you are liable for the fixed fee so long as the AIF is authorised for marketing in France. … to pay the fixed fee? … The fixed fee is payable for the marketing authorisation, and not for the actual activity. … for the fixed fee so long as the AIF is authorised for marketing in France. ancre-69696 Majeur … … |
16 February 2023 | FAQ | The invoiced AIFs have not been authorised during a full calendar year. Could I obtain a payment notice the amount of which is prorated according to the number of months' authorisation of marketing? The amount of the fixed marketing fee is fixed: as a consequence, no prorating is possible. … according to the number of months' authorisation of marketing? … The amount of the fixed marketing fee is fixed: as a consequence, no prorating is … according to the number of months' authorisation of marketing? … |
16 February 2023 | FAQ | Do I have to pay a fixed fee for one or more British AIFs? Due to Brexit and the loss of their European passports, British AIFs are no longer authorised for marketing in France since 31 December 2020, so they are not concerned by the fixed annual fee.
However, any fees payable for the authorisation of British AIFs in preceding years which might not yet have been paid to the AMF must still be paid. … passports, British AIFs are no longer authorised for marketing in France since 31 December 2020, so they are not … |
16 February 2023 | FAQ | I already paid a fixed fee when submitting my application. Why must I pay another fixed fee? In accordance with Article L.621-5-3 I 4° of the Monetary and Financial Code, two fixed fees are payable for the marketing in France of foreign AIFs: one when sending the application for marketing, and the other to be paid each year before 30 April provided that the AIF is still authorised for marketing on 1 January of the fixed fee… … and Financial Code, two fixed fees are payable for the marketing in France of foreign AIFs: one when sending the application for marketing, and the other to be paid each year before 30 April provided that the AIF is still authorised for marketing on 1 January of the fixed fee campaign year. … |
16 February 2023 | Policy | Position - Recommendation DOC-2011-24 … Guide to drafting marketing communications and distributing collective … and SOFICA fund … Investment management companies Marketing Collective investments Policy This guide outlines … and the bad practice which is prohibited when drafting CIS marketing materials and when distributing CIS (general … |
16 February 2023 | Policy | Position - Recommendation DOC-2011-05 … to good practice for drafting commercial documents and marketing financial instruments shall be taken into account … the classes of units or shares depending on the marketing network It is possible to create classes of units or shares reserved for a specific marketing network. It is not necessary that these units … |
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