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 … |
16 February 2023 | News | Extension of the preparation of a Key Information Document to all collective investments: the AMF updates its policy The AMF has updated its asset management policy to take into account the new rules applicable to the preparation and publication of a Key Information Document (KID) in accordance with the European PRIIPs Regulation.… updates its policy … Context … Since 1 January 2018, the PRIIPs Regulation has required the preparation and … and must prepare and publish a KID in accordance with the PRIIPs Regulation. This document replaces the KIID (Key … or to change to the KID in the format stipulated by the PRIIPs Regulation. These changes have resulted in the … |
16 February 2023 | Policy | Position - Recommendation DOC-2011-24 … packaged retail and insurance-based investment products (PRIIPS). AMF Position-Recommendation – DOC-2011-24 – Guide to … |
16 February 2023 | Policy | Position - Recommendation DOC-2011-05 … 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 … |
01 January 2023 | Policy | Position - Recommendation DOC-2007-25 The purpose of this Position-Recommendation is to answer questions that market professionals may have about the rules of conduct applicable to ISPs. It provides clarification on four topics: client categorisation, information provided to clients, agreements to be entered into, and suitability assessment.… calculation date. 12 Defined as recurrent costs under the PRIIPS regulation. … DOC-2007-25 … Q&A on the rules of … |
26 July 2022 | Policy | Instruction DOC-2010-09 … and information documents ("KIID"); The UCITS KIID and the PRIIPS KID; Fees and communication obligations. AMF … |
05 March 2021 | Policy | Instruction DOC-2019-04 … 2 1.1.2. KID PRIIPs … and insurance-based investment products”, known as “KID PRIIPs”) and a subscription application have been drawn up. … must be submitted to the AMF for approval. 1.1.2. KID PRIIPs The draft KID PRIIPs should be submitted to the AMF at the same time as the … |
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 … |
10 March 2020 | Policy | Instruction DOC-2014-12 This page is not available in English at the moment… packaged retail and insurance-based investment products (PRIIPS), which came into force on 1st January 2018. In their … that are likely to fall within the definition of PRIIPS. It is therefore their responsibility to provide … with the key information document provided by the PRIIPS Regulation relating to the PRIIPS products they … End of applicability on 10 November 2023 |
17 January 2020 | Public statements | Speech by Robert Ophèle, AMF Chairman - 2020 New year wishes - Wednesday 8 January - Palais Brongniart Check against delivery… in the area of market transactions (review of MiFID, PRIIPS and CSDR) and collective investment. With respect to … In this perspective, we also consider that the revision of PRIIPS should not stop at an adaptation of level 2 texts but … |
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