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: … |
11 March 2024 | News | Open Data: publication on data.gouv.fr of the list of Asset Management Companies (AMCs) authorized by the AMF, of the white lists of Digital Asset Service Providers (DASPs) and offers of investments in miscellaneous assets Since 2022, the Autorité des Marchés Financiers (AMF) has been gradually expanding the scope of data made available to the public for free and in a standardized format (Open Data). The AMF makes available on data.gouv.fr, the French government's platform for disseminating public data, the list of asset management companies authorized by the AMF,… … three new lists … In May 2022, as part of its ICData strategy, the AMF began sharing its data assets by opening up … forest, etc.) (in French only) The AMF continues its data strategy with the release of short selling data to the public … |
27 February 2024 | Article | Our Social Responsibility At the AMF, we view sustainable development as a major challenge for society. We are committed to including sustainability issues, not only in our strategy towards the market participants we regulate, but also in our daily actions. … further (dedicated governance, development of internal strategy, definition of performance indicators, etc.) so that … to including sustainability issues, not only in our strategy towards the market participants we regulate, but … to including sustainability issues, not only in our strategy towards the market participants we regulate, but … |
20 February 2024 | Article | The AMF Board The Board is the AMF’s main decision-making and prosecuting authority It has 16 members drawn from a broad variety of backgrounds. This multidisciplinarity ensures that it has the technical and legal expertise needed to carry out its tasks. … that contribute in particular to the Bank's monetary strategy and financial stability missions. Between 2012 and … she is also in charge of the implementation of the ESG strategy. Marie-Pierre was Chairwoman of the French Society … |
20 February 2024 | AMF’s EU positions | Towards a review of SFDR The AMF contributed, at the end of last year, to the consultation launched by the European Commission on the Sustainable finance disclosure regulation (SFDR). It publishes today a position paper outlining the key principles it believes should guide the SFDR review. … of the broader European Union (EU) sustainable finance strategy, which intends to channel capital to sustainable … |
13 February 2024 | News | Definition of investment advice: AMF updates its doctrine The Autorité des Marchés Financiers (AMF) has published an update to its Positions DOC-2008-23 on investment advice and DOC-2018-03 on the placing of financial instruments without a firm commitment basis, investment advice and consultancy services provided to firms. These updates have been made to take account of the Supervisory Briefing published… … to firms in relation to capital structure, industrial strategy and mergers and acquisitions AMF Position … |
13 February 2024 | Policy | Position DOC-2008-23 These questions and answers provide clarifications on the criteria for defining an investment service of investment advice, and on the requirements incumbent upon the investment services provider when it provides such a service. … expertise serving individuals and legal entities: asset strategy advice, and advice in investment, financial and … an asset management adviser who only recommends an asset strategy or an allocation of assets to his clients without … of business consulting on capital structuring, industrial strategy, and corporate mergers and acquisitions, clarified … |
13 February 2024 | Policy | Position DOC-2018-03 … to firms in relation to capital structure, industrial strategy and mergers and acquisitions … Other professionals … to firms in relation to capital structure, industrial strategy and mergers and acquisitions Placing of financial … to firms in relation to capital structure, industrial strategy and mergers and acquisitions … Textes de référence … … |
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. … project is also part of the Commission's digital finance strategy and of the European Green Deal. The publication in … |
09 February 2024 | AMF news release | AMF publishes an educational guide on companies’ climate transition plans prepared by its Climate and Sustainable Finance Commission In the run-up to the first publication of the transition plans required under the European directive on Corporate Sustainability Reporting (CSRD), this guide revisits the topic of transition plans for climate change mitigation, the importance of short- and medium-term targets, the allocation of resources to the plan and its governance. … companies to embed long-term objectives within their strategy, and to ensure their management over short and … governance involvement, the evolution of the company’s strategy, the identification of decarbonisation levers, the … |