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II - Investment products
II. 1 - Collective investment schemes (CISs)
II. 1.1. Common provisions applicable to UCITS and CISs
A guide to drafting collective investment marketing materials and distributing collective investments
  • Applicable from 16 March 2021
  • Position - Recommendation DOC-2011-24

A guide to drafting collective investment marketing materials and distributing collective investments

Document

Summary

This guide outlines the behaviours to be adopted and the bad practice which is prohibited when drafting CIS marketing materials and when distributing CIS (general principles, communication on financial indexes and strategy, etc.). These provisions cover structured funds, index funds, funds using Constant Proportion Portfolio Insurance (CPPI) strategies, SOFICAs, real-estate funds and authorised venture capital funds.

Reference texts