28 March 2024 | Policy | Instruction DOC-2012-06 … Parliament and of the Council of 26 November 2014 (the “PRIIPs” regulation). The summary table below presents the … fund or fund created following the entry into force of the PRIIPs regulation) Situation regarding the relevant client base Before entry into force of the PRIIPs regulation Following entry into force of the PRIIPs … |
28 March 2024 | Policy | Instruction DOC-2011-23 … Parliament and of the Counsel of 26 November 2014 (“PRIIPS regulation”) where they make their units available to … existing or created as from entry into effect of the PRIIPS regulation) Situation with regard to the client base concerned Before entry into effect of the PRIIPS regulation As from entry into effect of the PRIIPS … |
28 March 2024 | Policy | Instruction DOC-2011-20 … Regulation (EU) No. 1286/2014 of 26 November 2014 (the “PRIIPS regulation”). The summary table below presents the … in existence or created after the entry into force of the PRIIPS regulation) Situation with regard to the type of client in question Prior to the entry into force of the PRIIPS regulation As from the entry into force of the PRIIPS … |
28 March 2024 | Policy | Position - Recommendation DOC-2011-25 … European Parliament and the Council of 26 November 2014 (“PRIIPS”). Table of contents 1. Control procedures … European Parliament and the Council of 26 November 2014 (“PRIIPS”). Table of contents 1. Control procedures … European Parliament and the Council of 26 November 2014 (“PRIIPS”). Table of contents 1. Control procedures … |
06 March 2024 | Form/Reporting | Management companies and other services providers - contributions owing to the AMF: European Management Companies managing french UCITS or french AIF - forms & declarations … … Asset management … Investment services … AIFMD … UCIT … PRIIPs … |
09 March 2023 | Ombudsman’s Blog | Application of the PRIIPs Regulation: what happens to US packaged products subscribed before the regulation came into force? The European PRIIPs Regulation entered into force on 1 January 2018 with the aim of standardising pre-contractual information on "packaged" financial products (ETFs, derivatives, life insurance products, etc.) offered to retail investors through a key information document. This key information document is now required for the marketing…… Application of the PRIIPs Regulation: what happens to US packaged products … key information document (KID) either before or after the PRIIPs regulation came into force. Institution X therefore … at zero since 2018, following the entry into force of the PRIIPs regulation. He informed me that he had refused to sell … |
04 April 2017 | News | Implementing "FROG" innovations and preparing for the entry into force of the PRIIPs Regulation: updates to AMF policy Following on from the work done as part of the market-wide "FROG" project, the Autorité des Marchés Financiers (AMF) has amended its policy on AMF classifications, the disclosure of management fees charged by UCITS and certain AIFs, management delegation and the transformation of a common fund into a SICAV. The AMF has also made changes to its…… innovations and preparing for the entry into force of the PRIIPs Regulation: updates to AMF policy … FROG: “AMF … funds and professional private equity funds … … PRIIPs: amendments to AMF policy in preparation for the … Parliament and of the Council of 26 November 2014 (the “PRIIPs Regulation”) on 1 January 2018, the AMF’s General … |
16 July 2015 | News | European authorities launch discussions on the content of the Key Information Document within the scope of the European PRIIPS Regulation The Joint Committee, which brings together the three European Supervisory Authorities (ESMA, EBA, EIOPA), has just published a discussion paper on the content of the Key Information Document (KID) for investors, as set out in the European PRIIPs (Packaged Retail and Insurance-based Investment Products) Regulation.… Key Information Document within the scope of the European PRIIPS Regulation … The Key Information Document is intended … approval to the European Commission in March 2016. The "PRIIPS" Regulation will apply from 31 December 2016. The … Document (KID) for investors, as set out in the European PRIIPs (Packaged Retail and Insurance-based Investment … |
12 February 2024 | News | The European single access point for financial and non-financial information on European entities (ESAP) enters its implementation phase The ESAP regulation and associated texts have been published in the Official Journal of the European Union. The regulation provides for the access point to be operational from 10 July 2027 at the latest. Some of the technical characteristics of the project are submitted to public consultation until 8 March 2024.… (Benchmark Regulation) Regulation (EU) No 1286/2014 (PRIIPS) Regulation (EC) No 1060/2009(CRA Regulation) … |
20 December 2023 | Policy | Position - Recommendation DOC-2020-03 Position-Recommendation DOC-2020-03 sets out the information on the consideration of non-financial criteria that French collective investment undertakings and foreign UCITS authorised for marketing in France may disclose. These provisions are described for the various regulatory documents (key investor information documents, prospectus) and…… of this policy to SCPIs, the "KIID" refers to the "PRIIPs KID" (Regulation (EU) 2019/2088 of the Parliament and … and/or prospectuses of collective investment schemes (or "PRIIPS KIDs" or information prospectus where applicable) and … of this policy to SCPIs, the "KIID" refers to the "PRIIPs KID" (Regulation (EU) 2019/2088 of the Parliament and … |
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