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07 January 2026 | News | AIFM II: the AMF updates its doctrine to make introducing liquidity management tools easier for UCITS and AIFs In the context of the entry into force of the provisions of the AIFM II Directive, which apply to both AIF investment management companies and UCITS managers, the AMF is introducing a transitional regime for authorisation and the information to be provided to unitholders, in order to facilitate the introduction of the liquidity management tools… … UCIT … |
18 December 2025 | Policy | Instruction DOC-2011-19 - … Investment management companies UCIT Prospectus Policy The AMF details the rules that apply … Investment management companies UCIT Prospectus Policy The AMF details the rules that apply … Investment management companies UCIT Prospectus Policy The AMF details the rules that apply … |
18 December 2025 | Policy | Instruction DOC-2017-05 - … Investment management companies UCIT Policy Instruction DOC-2017-05 specifies procedures for … Investment management companies UCIT Policy Instruction DOC-2017-05 specifies procedures for … Investment management companies UCIT Policy Instruction DOC-2017-05 specifies procedures for … |
30 June 2025 | Ombudsman’s Blog | Subscribing to CIU units: the summary information provided by the broker, including the various fees, must be clear and not misleading The entry fees applicable to CIU (collective investment undertaking) unit subscriptions can raise legitimate questions from investors. This is illustrated by the case I am sharing with you this month, which I was able to conclude in the investor's favour. … UCIT … |
28 March 2025 | Form/Reporting | Management companies and other services providers - contributions owing to the AMF: European Management Companies managing french UCITS or french AIF - forms & declarations … UCIT … |
28 February 2025 | Professional guide | Guide for writing letters to fundholders of authorised CIUs The AMF has published a guide that sets out the main principles to be observed when writing letters to unitholders or shareholders. It stresses the need to adopt a clear and concise style that will make it easy for investors to understand. … UCIT … |
19 February 2025 | AMF news release | The AMF publishes the findings of its thematic inspections of asset management companies’ monitoring of fund investment ratios, compensation and claims This new ‘SPOT’ summary focused on the ratios that define the investment rules and asset mix, as stipulated by provisions of the law, or the internal or contractual rules of UCITS and AIFs, as well as the investors’ information documents, such as the prospectus. These ratios, which must be complied with at all times, may be financial or non… … UCIT … |
19 February 2025 | Spot Inspections | Summary of SPOT inspections on the monitoring of funds (UCITS, AIF) investment ratios, and of related compensation and claims An investment ratio is a limit that a portfolio asset management company (AMC) is obliged not to exceed when managing a fund, and to correct as quickly as possible if it is nevertheless exceeded. An investment ratio, which is set out in the rules or contractual documentation, must be complied with at all times. It may be financial or non-financial… … UCIT … |
30 December 2024 | Policy | Position - Recommendation DOC-2020-03 - Information to be provided by collective investment schemes incorporating non-financial approaches 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 Collective investments Policy … Professional investors UCIT Disclosure Obligations Collective investments Policy … Professional investors UCIT Disclosure Obligations Collective investments Policy … UCIT … |
21 October 2024 | Form/Reporting | Management companies and other services providers - Management company authorisation & changes: Authorisation application forms - Forms & declarations … UCIT … |
