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Titre clair et concis du tableau21 March 2022 | 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 … |
27 January 2022 | 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… Professional investors UCIT Disclosure Obligations Policy |
01 September 2021 | Policy | Instruction DOC-2011-19 The AMF details the rules that apply to French UCITS and foreign UCITS distributed in France as regards the approval procedure, the drafting of a key investor information document (KIID) and a prospectus, and periodic reporting. Clarifications are provided about the creation of a French UCITS, changes during the life of UCITS, and the requirements… Investment management companies UCIT Prospectus Policy The AMF details the rules that apply |
02 August 2021 | Policy | Position - Recommendation DOC-2014-04 Position DOC-2014-04 provides explanations on the definition of marketing in France of units or shares of UCITS and AIFs, and describes the various regimes applicable to marketing of such entities in France. Investment management companies UCIT AIFMD Policy Position DOC-2014-04 provides explanations |
08 June 2021 | Policy | Position - Recommendation DOC-2012-10 Investment management companies UCIT Employee savings scheme Policy This page is not available |
20 May 2021 | AMF news release | The AMF publishes its findings after a European common supervisory action on liquidity management in UCITS The Autorité des Marchés Financiers (AMF) presents the findings of a supervisory exercise coordinated by ESMA on liquidity risk management in UCITS in France. Since proper consideration of liquidity risk is essential for UCITS, the AMF is asking asset management companies to strengthen their procedures, especially for UCITS with a particular… … management in UCITS … Supervision … Asset management … UCIT … |
20 May 2021 | Spot Inspections | Summary of AMF findings in the context of ESMA common supervisory action on liquidity risk management in UCITS As announced by the Autorité des Marchés Financiers when presenting its supervisory priorities for 2021, the AMF took part in the Common Supervisory Action on UCITS liquidity coordinated by ESMA. In practice, based on a methodology defined by ESMA, the AMF was able to (i) undertake a review of liquidity risk management… … on liquidity risk management in UCITS … Asset management … UCIT … |
16 March 2021 | Policy | Position - Recommendation DOC-2012-12 Investment management companies UCIT Policy Rebates on subscription/redemption fees and management |
04 February 2021 | Form/Reporting | Management companies and other services providers - Management company authorisation & changes: Authorisation application forms - Forms & declarations … … Asset management … Investment services … AIFMD … UCIT … PRIIPs … |
30 September 2020 | Policy | Position DOC-2020-08 Investment management companies UCIT Asset management AIFMD Policy |
