28 March 2024 | Policy | Instruction DOC-2011-20 … of the AMF General Regulation: “5° The investment strategy, risk profile, operating rules and articles of … retail investment fund”. The similarity of the investment strategy, risk profile, operating rules and articles of … AIF investment policy Any change affecting the investment strategy is a change subject to pre-approval if it concerns: … |
28 March 2024 | Policy | Instruction DOC-2012-06 … they invest in the AIF: a) a description of the investment strategy and objectives of the AIF, information on where any … the procedures by which the AIF may change its investment strategy or investment policy, or both; c) a description of … they invest in the AIF: a) a description of the investment strategy and objectives of the AIF, information on where any … |
28 March 2024 | Policy | Instruction DOC-2013-21 … 2 - Information form - General description of investment strategy Annex 3 - Notification form to be use upon exceeding … 2 - Information form - General description of investment strategy Annex 3 - Notification form to be use upon exceeding … classes of assets that lie at the core of the investment strategy and a description of the Other AIF’s borrowing or … |
28 March 2024 | Policy | Instruction DOC-2011-19 … 411-10 of the AMF General Regulation: “5 The investment strategy, risk profile, operating rules and articles of … of the reference UCITS.” The similarity of the investment strategy, risk profile, operating rules and articles of … policy of the UCITS Any change affecting the investment strategy constitutes a change subject to pre-approval if it … |
28 March 2024 | Policy | Instruction DOC-2011-21 … 424-2 of the AMF General Regulation: “The investment strategy, risk profile, operating rules and articles of … of the reference AIF”. The similarity of the investment strategy, risk profile, operating rules and articles of … policy of the AIF Any change affecting the investment strategy constitutes a change subject to pre-approval if it … |
28 March 2024 | Policy | Instruction DOC-2014-03 … they invest in the AIF: a) a description of the investment strategy and objectives of the AIF, information on where any … the procedures by which the AIF may change its investment strategy or investment policy, or both; c) a description of … is authorised to manage AIFs with a particular investment strategy. The AMF shall, without delay, notify the asset … |
28 March 2024 | Policy | Instruction DOC-2011-22 … affect the risk and reward profile or investment strategy; - guarantee; - increase in management and operating … equity investment fund: a) a description of the investment strategy and objectives of the retail private equity … private equity investment fund may change its investment strategy or investment policy, or both; c) a description of … |
28 March 2024 | Policy | Instruction DOC-2011-23 … of the real estate collective investment undertaking’s strategy and the investment objectives, information about … collective investment undertaking to change its investment strategy, its investment policy, or both; c) a description of … of the real estate collective investment undertaking’s strategy and the investment objectives, information about … |
28 March 2024 | Policy | Position - Recommendation DOC-2011-25 … the financial instruments used as part of the management strategy implemented by the company (…).” It is the duty of … itself. Moreover, it is recalled that the management strategy implemented by the CIS shall be consistent with the strategy described in the prospectus in all circumstances. … |
28 March 2024 | Policy | Instruction DOC-2008-03 … instruments used by the company as part of its investment strategy, such as investment fund units, instruments traded … instruments used by the company as part of its investment strategy, such as investment fund units, instruments traded … instruments used by the company as part of its investment strategy, such as investment fund units, instruments traded … |
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