28 March 2024 | Policy | Instruction DOC-2011-19 … UCITS marketed in France … Investment management companies UCIT Prospectus Policy The AMF details the rules that apply … of the European Directive 2009/65/EC (3) (b) and (c). For UCIT establishing performance fees amounting to more than 30% … objective and the risk/reward profile as defined in the UCIT prospectus. For UCITS marketed in other countries … |
28 March 2024 | Policy | Position - Recommendation DOC-2012-10 … investment undertakings … Investment management companies UCIT Employee savings scheme Policy This page is not … … Guide relating to employee investment undertakings … UCIT … Employee savings scheme … |
06 March 2024 | Form/Reporting | Management companies and other services providers - contributions owing to the AMF: European Management Companies managing french UCITS or french AIF - forms & declarations … … Asset management … Investment services … AIFMD … UCIT … PRIIPs … |
01 December 2023 | News | The AMF releases a research paper on French bond funds' flow-performance relationship The working paper investigates the sensitivity of investors’ flows to past performances of 817 French bond funds, as well as the stability of this relationship over time and the parameters that can modify it.… funds' flow-performance relationship … Asset management … UCIT … |
01 December 2023 | Report / study | Flow-Performance relationship of French bond funds This study aims at measuring the sensitivity of subscription/redemption flows to funds’ past performance, and at analysing the various parameters that can influence the intensity of this reaction.… relationship of French bond funds … Asset management … UCIT … |
21 December 2023 | News | The AMF updates its policy on disclosures by collective investment schemes incorporating non-financial methods The AMF is updating its Position-Recommendation DOC-2020-03, which defines the disclosures to be made by collective investment schemes incorporating non-financial approaches, to expand its scope to Other AIFs listed as units of account (UA) in life insurance policies sold to non-professional clients in France.… incorporating non-financial methods … Asset management … UCIT … Collective investments … |
20 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…… non-financial approaches … Professional investors UCIT Disclosure Obligations Collective investments Policy … … schemes incorporating non-financial approaches … UCIT … Disclosure Obligations … Collective investments … |
16 February 2023 | Policy | Position DOC-2008-14 … investment structures … Investment management companies UCIT Policy The DOC-2008-14 position provides details for … swaps and actively managed investment structures … UCIT … |
16 February 2023 | Policy | Position DOC-2006-18 … retail investment funds … Investment management companies UCIT Policy Position DOC-2006-18 specifies the calculation … funds of alternative funds and retail investment funds … UCIT … |
16 February 2023 | Policy | Instruction DOC-2017-05 … gate mechanisms … Investment management companies UCIT Policy Instruction DOC-2017-05 specifies procedures for … … Conditions for setting up redemption gate mechanisms … UCIT … |
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