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- Applicable from 26 March 2026
- Instruction DOC-2008-03
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This version of the document is not translated in English
This version of the document is not translated in English
The AMF gives details of the autorisation procedures and process for investment management companies, certain disclosure obligations and passporting procedures for French investment management companies and foreign management companies.
The AMF gives details of the autorisation procedures and process for investment management companies, certain disclosure obligations and passporting procedures for French investment management companies and foreign management companies.
Reference texts
The AMF gives details of the autorisation procedures and process for investment management companies, certain disclosure obligations and passporting procedures for French investment management companies and foreign management companies.
Reference texts
- Authorisation application forms: Annexes 1.1 to 3.2 of AMF Instruction DOC-2008-03
- Additional application forms: Annexes 1.2 to 1.9 of AMF Instruction DOC-2008-03
- Changes to management companies: Annex 4 of AMF Instruction DOC-2008-03
- Management company passports: Annexes 6.1 and 6.2 of AMF Instruction DOC-2008-03
- Major shareholding disclosure form: Annex 5 of AMF Instruction DOC-2008-03
The AMF gives details of the autorisation procedures and process for investment management companies, certain disclosure obligations and passporting procedures for French investment management companies and foreign management companies.
Reference texts
- Authorisation application forms: Annexes 1.1 to 3.2 of AMF Instruction DOC-2008-03
- Additional application forms: Annexes 1.2 to 1.9 of AMF Instruction DOC-2008-03
- Changes to management companies: Annex 4 of AMF Instruction DOC-2008-03
- Management company passports: Annexes 6.1 and 6.2 of AMF Instruction DOC-2008-03
- Major shareholding disclosure form: Annex 5 of AMF Instruction DOC-2008-03
The AMF gives details of the autorisation procedures and process for investment management companies, certain disclosure obligations and passporting procedures for French investment management companies and foreign management companies.This document has not been updated for the laws and regulations that transpose MIF 2 and legally separate investment firms from asset management companies. The update will take place in the near future.
Reference texts
- Authorisation application forms: Annexes 1.1 to 3.2 of AMF Instruction DOC-2008-03
- Additional application forms: Annexes 1.2 to 1.9 of AMF Instruction DOC-2008-03
- Changes to management companies: Annex 4 of AMF Instruction DOC-2008-03
- Management company passports: Annexes 6.1 to 6.3 of AMF Instruction DOC-2008-03
- Major shareholding disclosure form: Annex 5 of AMF Instruction DOC-2008-03
The AMF gives details of the autorisation procedures and process for investment management companies, certain disclosure obligations and passporting procedures for French investment management companies and foreign management companies.
Reference texts
- Authorisation application forms: Annexes 1.1 to 3.2 of AMF Instruction DOC-2008-03
- Additional application forms: Annexes 1.2 to 1.9 of AMF Instruction DOC-2008-03
- Changes to management companies: Annex 4 of AMF Instruction DOC-2008-03
- Management company passports: Annexes 6.1 to 6.3 of AMF Instruction DOC-2008-03
- Major shareholding disclosure form: Annex 5 of AMF Instruction DOC-2008-03
This version of the document is not translated in English
Reference texts
- Authorisation application forms: Annexes 1.1 to 3.2 of AMF Instruction DOC-2008-03
- Additional application forms: Annexes 1.2 to 1.9 of AMF Instruction DOC-2008-03
- Changes to management companies: Annex 4 of AMF Instruction DOC-2008-03
- Management company passports: Annexes 6.1 to 6.3 of AMF Instruction DOC-2008-03
- Major shareholding disclosure form: Annex 5 of AMF Instruction DOC-2008-03
The AMF gives details of the autorisation procedures and process for investment management companies, certain disclosure obligations and passporting procedures for French investment management companies and foreign management companies.
Reference texts
- Article 311-1 of the General Regulation
- Article 311-2 of the General Regulation
- Article 311-3 of the General Regulation
- Article 311-7 of the General Regulation
- Article 311-7-1 of the General Regulation
- Article 313-53-1 of the General Regulation
- Article 316-3 of the General Regulation
- Article 316-4 of the General Regulation
- Article 316-5 of the General Regulation
- Article 316-10 of the General Regulation
- Article 318-1 of the General Regulation
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