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II - Investment products
II. 1 - Collective investment schemes (CISs)
II. 1.3. Specific provisions applicable to CISs open to all subscribers
II. 1.3.4. Specific provisions applicable to employee investment undertakings
Authorisation procedures, preparation of a KIID and a prospectus, and reporting for employee investment undertakings
  • Applicable from 1 September 2021
  • Instruction DOC-2011-21

Authorisation procedures, preparation of a KIID and a prospectus, and reporting for employee investment undertakings

Document

Summary

Instruction DOC-2011-21 outlines the rules that apply to employee investment undertakings (FCPE or SICAVAS) regarding the authorisation process, the drawing up of a key investor information document (KIID) and prospectus, and periodic disclosure. Information is provided about the formation of an employee investment undertaking, any changes during the life of an employee investment undertaking (changes subject to pre-approval or changes subject to ex-post notification) and the means by which information is provided to subscribers and the AMF.

Reference texts