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II - Investment products
II. 1 - Collective investment schemes (CISs)
II. 1.1. Common provisions applicable to UCITS and CISs
Information to be provided by collective investment schemes incorporating non-financial approaches
  • Applicable from 20 December 2023
  • Position - Recommendation DOC-2020-03

Information to be provided by collective investment schemes incorporating non-financial approaches

Document

Summary

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 marketing materials.

Reference texts