06 March 2024 | Ombudsman’s Blog | SCPI: A redemption request, even if in order, may be executed within an indefinite period of time In order for a redemption request from an SCPI unitholder to be processed, the latter must first submit a request that is complete and in order to the investment management company. However, even if it is complete, if the investor has a direct holding, the request can only be executed if the secondary market for the units so permits, and may…… SCPI: A redemption request, even if in order, may be executed within an indefinite period of time … … confirmed that his redemption request was complete and in order, and that it had been duly recorded in the redemption … management company confirmed that Mr G's redemption order had indeed been recorded in the redemption register. … |
18 October 2018 | Policy | Instruction DOC-2007-02 This page is not available in English at the moment… Investment decision and order execution support services … Investment services … of services for aid in making investment decisions and for order execution, and lists the services that are not … as services for aid in making investment decisions and for order execution (for example portfolio assessment, … |
28 March 2024 | News | ROSA Extranet: changes to authorisation and declaration processes for collective investments Following the approval of the amendments to its General Regulation and as part of the launch of the ROSA extranet for collective investments, the Autorité des Marchés Financiers (AMF) has updated its policy.… have been published today, including a redline version in order to help professionals understand the changes made to the policies. … Read more … Order of March 27, 2024 approving amendments to the general … |
28 March 2024 | Policy | Position - Recommendation DOC-2011-25 … the underlying of which is a real estate index In order to be declared as underlying assets eligible to the … a geographical region or a given sector. Besides, in order to meet its valuation obligation, the asset management … their depository and the concerned service providers in order to check the compatibility of the contemplated scheme, … |
28 March 2024 | Policy | Instruction DOC-2012-06 … is accurate, clear and not misleading. It may also order the dissemination of these materials to be stopped. … of this instruction. The management company may change the order and contents to the extent that these changes comply … Note that funds formed before the entry into force of Order 2013-676 of 25 July 2013 amending the legal framework … |
28 March 2024 | Policy | Position - Recommendation DOC-2012-10 … This translation is for information purposes only 14/27 In order to ensure the permanence of the mechanism, the term of … situation by providing for the system to be established in order to rectify it (case of early winding up of the employee … not adversely affect the liquidity of the securities. In order to comply with the deadline for payment of the units … |
28 March 2024 | Policy | Instruction DOC-2011-19 … UCITS filed with the AMF any more than necessary, in order to maintain the consistency of the information provided … all the requirements applying to management companies in order to obtain authorisation. AMF Instruction 2011-19 on … the date the change takes effect (see prospectus table) - Order centralisation (time and date) X - Decrease in the … |
28 March 2024 | Policy | Instruction DOC-2011-20 … at any point during the authorisation process. In order to prevent excessively frequent applications for … or AIF filed with the AMF to the extent necessary, in order to maintain consistency between the information … items 1+2 or 3 or 4 are increased (see prospectus table) - Order centralisation (time and day) x - Decrease in frequency … |
28 March 2024 | Policy | Instruction DOC-2013-21 … received by the AMF is incomplete or otherwise not in order, it will be returned to its submitter stating the … received by the AMF is incomplete or otherwise not in order, it will be returned to its submitter stating the … received by the AMF is incomplete or otherwise not in order, it will be returned to its submitter stating the … |
28 March 2024 | Policy | Instruction DOC-2011-21 … employee investment undertaking filed with the AMF, in order to maintain the consistency of the information provided … to this being specifically detailed in the prospectus - Order centralisation (time and date) x - Decrease in the … along with securities with embedded derivatives, in order to measure the AMF instruction - Authorisation … |
Head of publications: The Executive Director of AMF Communication Directorate. Contact: Communication Directorate – Autorité des marches financiers 17 place de la Bourse – 75082 Paris cedex 02