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Titre clair et concis du tableau15 July 2024 | Form/Reporting | Management companies and other services providers - management company passports - forms & declarations … … Asset management … Investment services … AIFMD … UCIT … PRIIPs … |
18 June 2024 | Ombudsman’s Blog | UCITS: when a fund's outperformance gives rise to a significant increase in fees The fees associated with undertakings for collective investment in transferable securities (UCITS) often raise questions from investors, who are not always fully aware, at the time of subscription, of the potential fees associated with their investment.Given the wide range of fees that exist, it is crucial to understand the costs and fees that may… … of the MiFID II directive and, where applicable, the PRIIPs (Packaged Retail Investment and Insurance-based … |
22 April 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 … |
22 April 2024 | Policy | Instruction DOC-2012-06 - Procedures for making disclosures and introducing changes, preparation of a prospectus and reporting for specialised professional funds, professional private equity investment funds and specialised financing vehicles AIF's declared open to professional investors that are specialist professional funds and professional private equity funds are subject to specific rules that relate to, in particular, reporting procedures (creation and changes during the life of the fund), procedures for disclosing information to holders and shareholders when making changes during… … 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 | 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 … |
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 - Information to be provided by collective investment schemes incorporating non-financial approaches 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 … |
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… … on insurance distribution) and cross-sectoral legislation (PRIIPs regulation on packaged retail and insurance-based … |
