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Titre clair et concis du tableau20 December 2023 | 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… … be determined exclusively on the basis of the fund's strategy and the assets that it is able to select. c) The … document on measurement of the implementation of the SRI strategy which provide, respectively, for a minimum of 90% of … consideration of non-financial criteria in the investment strategy of a collective investment scheme may be very … |
14 December 2023 | Policy | Recommendation DOC-2012-02 … in the event of forced departures related to a change of strategy. Accordingly, severance pay should not be paid where … |
14 December 2023 | Policy | Position - Recommendation DOC-2012-19 … assess, depending on the context of a fund or a particular strategy, the pertinence of the investment in a given … marketed to corporate clients with a long-term investment strategy will generally lead to a more stable share ownership … clients in France. The use of UCITS/ AIF with a nature, strategy, and risk profile or with unconventional … |
09 November 2023 | AMF news release | An OECD study for the AMF profiles new French retail investors In order to gain a better understanding of retail investors who have started to invest in the markets since 2020, the Autorité des Marchés Financiers (AMF) has requested the support of the European Commission, which has designated the Organisation for Economic Co-operation and Development (OECD) to assist it in its efforts to target this audience… … the OECD will draw up a proposal for a financial literacy strategy targeting these new retail investors for the AMF, … |
07 November 2023 | AMF news release | The ACPR and AMF encourage financial institutions to continue their efforts to take account of the vulnerability of ageing clients The joint unit of the Autorité de contrôle prudentiel et de résolution (ACPR) and the Autorité des marchés financiers (AMF) has published a summary of interviews with finance professionals on the progress of their work to take account of the specific characteristics of vulnerable ageing clients when marketing financial products. … inspiration from them in order to develop a commercial strategy that respects the interests of customers. … About … |
26 October 2023 | News | Pan-European Personal Pension Products: the AMF complies with EIOPA guidelines The Autorité des Marchés Financiers (AMF) complies with the guidelines issued by the European Insurance and Occupational Pensions Authority (EIOPA) on Pan-European Personal Pension Products supervisory reporting. These elements are set out in position DOC-2023-08. … of the PEPP, its governance structure, the investment strategy adopted, the risk management system in place and the … |
19 October 2023 | AMF news release | The AMF ensures that retail investors are properly informed on fees of financial products The Autorité des Marchés Financiers (AMF) has published a guide for professionals on the terms they should use to make it easier for their customers to understand and compare fees. The AMF has launched a new section on fees on its website, providing educational content and tools to help retail investors better understand the costs they may be… … of the preparatory discussions on the EU Retail Investment Strategy. In line with these proposals, the AMF is publishing … |
06 October 2023 | Public statements | Speech by Benoît de Juvigny, AMF Secretary General - AFME’s 7th Annual European Compliance and Legal Conference – 28 September 2023, Brussels … of a long legislative journey – as the Retail Investment Strategy. In one way or another, all these regulations aim at … |
04 October 2023 | In-depth | Sustainable finance Finance must contribute to the transition towards a more sustainable economy. Focus on our approach, our publications, and actions in the field of sustainable finance. … numerous sustainable finance actions, the AMF created a Strategy and Sustainable Finance Unit. The following year … provided by asset management companies on their investment strategy and the way they manage risks related to the effects … Marketing documentation must reflect the fund's strategy and be proportionate to the ESG criteria it takes … |
03 October 2023 | Policy | Position DOC-2018-04 The AMF adopts the ESMA guidelines on MiFID II product governance requirements (ESMA35-43-3448) for investment services providers. These guidelines, incorporated into position DOC-2018-04, aim to detail the obligations of manufacturers and distributors, particularly with regard to the categories to be taken into account in defining a target market… … a target market and its coordination with the distribution strategy. … Textes de référence … Articles L. 533-24 et L. … a target market and its coordination with the distribution strategy. … Textes de référence … Articles L. 533-24 et L. … a target market and its coordination with the distribution strategy. They apply in a suitable and proportionate manner, … |
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