21 March 2022 | 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 … |
27 January 2022 | 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 |
01 September 2021 | Policy | Instruction DOC-2011-20 Instruction DOC-2011-20 details the rules applicable to retail investment funds, funds of alternative funds and professional retail investment funds as to the authorisation process and the preparation of a key investor information document (KIID) and a prospectus and periodic reporting. In particular, it provides details about the creation of…… 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 … |
01 September 2021 | Policy | Instruction DOC-2011-23 Instruction DOC-2011-23 details the rules applicable to real estate collective investment undertakings and professional real estate collective investment undertakings regarding the authorisation process, the preparation of a key investor information document (KIID) and a prospectus, and periodic information. In particular, it provides details…… 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 … |
23 June 2021 | Policy | Instruction DOC-2012-06 November 2014 (the “PRIIPs” regulation). The summary table below presents the obligations of specialised |
05 March 2021 | Policy | Instruction DOC-2019-04 ......................................................................................................... 2 1.1.2. KID PRIIPs |
05 March 2021 | Policy | Position - Recommendation DOC-2011-25 This guide provides a reminder of how certain aspects of the regulations governing CIS should be applied, such as control procedures, maturity management, side pocket funds, compensation procedures, calculating exposure and overall risk, and information for investors (in relation to mergers and in relation to the guaranteed amount of their…… 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 … |
04 February 2021 | Form/Reporting | Management companies and other services providers - Management company authorisation & changes: Authorisation application forms - Forms & declarations … … Asset management … Investment services … AIFMD … UCIT … PRIIPs … |
17 July 2020 | Policy | Position - Recommendation DOC-2011-05 This page is not available in English at the moment.… packaged retail and insurance-based investment products (PRIIPs). 1 Except for employee investment undertakings and … AIF (existing, or created upon initial application of PRIIPs regulation) Situation with regard to the relevant clientele Prior to initial application of PRIIPs Starting with the initial application of PRIIPs As the … |
10 March 2020 | Policy | Instruction DOC-2014-12 This page is not available in English at the moment(PRIIPS), which came into force on 1st January 2018. In their programme of operations, certain platforms |
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