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II - Investment products
II. 1 - Collective investment schemes (CISs)
II. 1.2. Specific provisions applicable to UCITS
Authorisation procedures, preparation of a KIID and a prospectus and periodic reporting for French and foreign UCITS marketed in France
  • Applicable from 1 September 2021
  • Instruction DOC-2011-19

Authorisation procedures, preparation of a KIID and a prospectus and periodic reporting for French and foreign UCITS marketed in France

Document

Summary

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 regarding reporting to investors and to the AMF.

Reference texts