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Titre clair et concis du tableau01 August 2024 | | Retail investors The Autorité des Marchés Financiers (AMF) makes sure that savings invested in financial products are protected. It provides retail investors with tools and services to help them in their investments. It also offers a mediation service to support investors involved in disputes with financial intermediaries or listed companies in which they hold… … to help them in their investments. It also offers a mediation service to support investors involved in disputes … |
19 July 2024 | Annual Report | AMF Ombudsman's Annual Report 2023 In its 2023 annual report, the Ombudsman takes stock of a year in which the number of cases received and processed remained high, raising complex issues. In line with the economic downturn, the number of complaints relating to SCPIs and real estate crowdfunding increased, as did those relating to crypto-assets. … … AMF Ombudsman's Annual Report 2023 … Annual report … Mediation … |
05 June 2024 | AMF news release | AMF Ombudsman publishes her 2023 Annual Report Marielle Cohen-Branche, Ombudsman at the Autorité des Marchés Financiers (AMF), has presented her report for the past year at a press conference. The number of applications submitted to her, as well as the number of cases closed remained very high, but stable. Disputes relating to share savings plans (PEAs) were still the top reason for referral… … … AMF Ombudsman publishes her 2023 Annual Report … Mediation … Annual report … |
27 May 2024 | AMF news release | AMF publishes its 2023 Annual Report At the presentation of the annual report to the press, the Chair of the Autorité des Marchés Financiers, Marie-Anne Barbat-Layani, highlighted the progress made by the regulator in 2023 in line with its Impact 2027 strategic guidelines, and its determination to stay on track in 2024. … 11,816 enquiries handled by Epargne Info Service 2,060 mediation cases handled 267 financial transaction approvals … |
23 April 2024 | Ombudsman’s Blog | Voluntary payments into a retirement savings plan (PER): employees need to be better informed about the tax consequences of their choice While the tax treatment of voluntary payments into the new retirement savings plan (collective company PER) is often advantageous, there are certain special features that should be fully understood before any payments are made into such a plan.My report this month provides a very concrete illustration of an account keeper's failure to provide… … which I was able to obtain compensation as a result of the mediation procedure. Voluntary payments into a retirement … which I was able to obtain compensation as a result of the mediation procedure. … Voluntary payments into a retirement … |
01 January 2024 | Policy | Instruction DOC-2012-07 - … professional commits (point 2 below); • the existence of mediation charter(s) or protocol(s), as well as their … own complaint handling departments and the independent mediation system. When the professional uses direct marketers … professional commits (point 2 below); • the existence of mediation charter(s) or protocol(s), as well as their … |
03 October 2023 | Ombudsman’s Blog | Account keepers informed of a clearing of the central order book by Euronext must inform affected clients Investment service providers must transmit or execute client orders in the order in which they are received, and promptly - unless the nature of the order or prevailing market conditions make this impossible, or the interests of the client require otherwise. They must also inform retail clients of any serious difficulty that is likely to affect… … been informed of such a clearing, and in his request for mediation he argued that without information about the … |
07 July 2023 | Article | Contact us … no jurisdiction over banking, tax and insurance matters … Mediation request … You have a dispute regarding a financial product? You can file a mediation request before the AMF Ombudsman. Please note that … |
14 June 2023 | Annual Report | AMF Ombudsman Annual Report 2022 In its 2022 annual report, the AMF Ombudsman points out an intense activity. The number of mediation requests received remains at the high level of 2021. Above all, the number of opinions issued reached a record: +30% compared to 2021 and a doubling compared to 2020. The personnal equity savings plan, employee savings, stock exchange orders and… … Ombudsman points out an intense activity. The number of mediation requests received remains at the high level of … orders and crypto-assets remain highly represented mediation themes in the cases handled. AMF Ombudsman Annual … Ombudsman points out an intense activity. The number of mediation requests received remains at the high level of … |
01 June 2023 | AMF news release | The AMF Ombudsman publishes her 2022 Annual Report Marielle Cohen-Branche, Ombudsman of the Autorité des Marchés Financiers (AMF), has presented her latest annual report at a press conference. The number of requests sent to her remained very high and the number of recommendations proposed reached an unprecedented level. Disputes relating to "PEA" personal equity savings plans, especially… … share of this increase in the number of requests. The mediation team processed and closed a record number of cases. … month on average on the AMF website. The Diary analyses a mediation case each month, respecting the anonymity of the … … The AMF Ombudsman publishes her 2022 Annual Report … Mediation … Annual report … |
