28 March 2023 | Report / study | Proposals to improve the readability of financial product fees in European law As part of the ongoing discussions on the European Commission's Retail Investment Strategy, the AMF is publishing, following work with the Financial Sector Consultative Committee (FSCC), a proposal for a new presentation of costs for the subscription of financial instruments to improve savers’ understanding of these fees.… discussions on the European Commission's Retail Investment Strategy, the AMF is publishing, following work with the … discussions on the European Commission's Retail Investment Strategy, the AMF is publishing, following work with the … |
23 March 2023 | AMF news release | Employee savings: a sharp increase in awareness and ownership of employee savings schemes; support for employees and company managers should be reinforced A larger number of French employees know about employee savings schemes and possess at least one of them (PEE or PERCO collective retirement savings plan, for example), according to a study carried out by OpinionWay for the organisers of the Employee Savings Week (the AMF, AFG, the French Treasury Department, the General Directorate of Labour, and…… salariale is part of the national financial education strategy adopted by France since 2016, as recommended by the … |
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…… of the product, the management objective, the investment strategy, the level of risk, the costs and charges and the … |
08 March 2023 | AMF news release | Shareholder dialogue on environmental and climate issues Questions regarding environmental and climate issues are becoming a major challenge for companies especially listed companies. All stakeholders, including investors, have increased their expectations, notably on the occasion of listed companies’ annual general meetings.… investment plans, to ensure that its business model and strategy are compatible with the transition to a sustainable … of their non-financial reporting and their climate strategy. For this purpose, the AMF calls on issuers to enhance their shareholder dialogue on their climate strategy in the context of their annual general meeting, but … |
16 February 2023 | Policy | Position DOC-2008-14 … prospectus (change in management objective or investment strategy, merger etc.). The replacement fund must be of a … the expected return. In all other cases8: the investment strategy in the key investor information document must … prospectus (change in management objective or investment strategy, merger etc.). The replacement fund must be of a … |
16 February 2023 | Policy | Position - Recommendation DOC-2011-24 … principles, communication on financial indexes and strategy, etc.). These provisions cover structured funds, … principles, communication on financial indexes and strategy, etc.). These provisions cover structured funds, … principles, communication on financial indexes and strategy, etc.). These provisions cover structured funds, … |
16 February 2023 | Policy | Position - Recommendation DOC-2011-05 … it may be needed to outline, in some cases, the investment strategy or the asset classes representative of the fund’s … When a CIS implements a systematic investment strategy using a mathematical model, the Autorité des Marchés … objective must be consistent with the investment strategy implemented by the fund to reach the said objective. … |
16 February 2023 | Policy | Instruction - Position - Recommendation DOC-2019-12 … by the discretionary manager, i.e. the asset allocation strategy, target breakdown of this allocation by asset class … or a reference to a certain investment management strategy. The implementation of "discretionary" management … |
10 February 2023 | News | Taxonomy Article 8 reporting: publication of Frequently Asked Questions by the European Commission The European Commission has published two new Frequently Asked Questions (FAQs) with more than 200 questions and answers on the interpretation and application of the "Article 8" and "Climate" Taxonomy delegated acts. In order to help companies in implementing the Taxonomy regulation, the AMF presents the objectives and content of these FAQs and…… measure of the European Green Deal's sustainable finance strategy. It is a classification system, common to the … |
20 January 2023 | Public statements | Speech by Marie-Anne Barbat-Layani, AMF Chair - New Year address to the financial centre - Monday 9 January … centre has made sustainable finance a key part of its strategy, and the creation of the Institut de la Finance … the financial centre - Monday 9 January … Institutional … Strategy … |
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