28 March 2024 | Policy | Instruction DOC-2014-03 … Procedure for marketing units or shares of AIFs … Investment management companies AIFMD Policy … Book 4 Instruction Procedure for marketing units or shares of AIFs Procedure for marketing units or shares of AIFs Annexes Notification file for marketing in … |
15 April 2024 | Household Savings Newsletter | AMF Household Savings Newsletter - No.56 - April 2024 As it does every year, the AMF provides an update on the evolution of financial investment fees, for direct investments in shares (prices displayed on 1 January 2024) and for funds (ongoing charges applied in 2022 and 2023). For equity and balanced funds, the trend is downward.… of financial investment fees, for direct investments in shares (prices displayed on 1 January 2024) and for funds … of financial investment fees, for direct investments in shares (prices displayed on 1 January 2024) and for funds … - No.56 - April 2024 … Fees … Collective investments … Shares … |
15 April 2024 | News | Less expensive investment funds for savers in 2023 according to the AMF's Household Savings Newsletter Since 2012, the Autorité des marchés financiers (AMF) has noted a downward trend in fees applied to individual investments. In 2023, the decline in fund fees continued. It mainly concerns equity funds and diversified funds.… funds as well as that of the fees for a direct investor in shares. With regard to funds, the Letter highlights the … With regard to direct investments, via the internet, in shares listed on Euronext Paris, the Letter notes a decrease … Savings Newsletter … Fees … Collective investments … Shares … ETF … |
18 April 2024 | Article | AMF Household Savings Observatory The AMF’s Observatory tracks the household savings market. It monitors the evolution of preferences, attitudes and perceptions of French savers and investors. It is interested in the promotional communication regarding investments products, the fees applied and the various distribution channels.… of financial investment fees, for direct investments in shares (prices displayed on 1 January 2024) and for funds … … Long term investment … Savings protection … Fees … Shares … Collective investments … |
22 April 2024 | News | The AMF completes its policy on gates in master-feeder structures Following approval of the amendments to its General Regulation, the Autorité des marchés financiers (AMF) has updated its policy on the capping of redemptions (gates) in master-feeder structures.… specify the procedures for capping redemptions of units or shares when the management company of the master CIU decides to cap redemptions of the latter’s units or shares, as well as the procedures for capping redemptions of units or shares by the master CIU; the information exchange agreement … |
22 April 2024 | Policy | Instruction DOC-2011-19 … of a UCITS following the redemption of the units or shares at the initiative of the unitholders or shareholders … 34 Chapter III – Foreign UCITS seeking to market units or shares in France and French UCITS seeking to market units or shares in other countries … |
22 April 2024 | Policy | Instruction DOC-2011-20 … accordance with Directive 2011/61/EU), the AIF’s units or shares may not be marketed until such authorisation has been … wishes to request the authorisation to market the units or shares of the AIF in France at the same time as the approval … for the management company. 6 The marketing of units or shares of AIF managed by a management company established in … |
22 April 2024 | Policy | Instruction DOC-2011-21 … authorised under Directive 2011/61/EU), the units or shares of an employee investment undertaking cannot be … wishes to apply for authorisation to market the units or shares of the employee investment undertaking in France at … Directive 2011/61/EU. 5 Note that marketing the units or shares of AIFs managed by a management company established in … |
22 April 2024 | Policy | Instruction DOC-2012-06 … 9 Article 13 - Redemption of units or shares of specialised professional funds … wishes to apply for authorisation to market the units or shares of the specialised professional fund or of the … the list of persons that may subscribe or acquire units or shares of specialised professional funds or professional … |
22 April 2024 | Policy | Instruction DOC-2017-05 … way that jeopardises a holder’s ability to redeem units or shares under normal market AMF Instruction - Conditions for … value would not enable holders to redeem their units or shares. For illustrative purposes, the table below shows the … – between the number of redemption requests for units or shares in a collective investment undertaking, or the total … |
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