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Guide to drafting marketing communications and distributing collective investments and SOFICA fund
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
- Article L. 533-12 of the Monetary and Financial Code (in french only)
- Article L. 533-22-2-1 of the Monetary and Financial Code (in french only)
- Article L. 541-8-1 of the Monetary and Financial Code (in french only)
- Article 325-12 of the General Regulation
- Article 411-126 of the General Regulation
- Article 421-25 of the General Regulation
- Article 4 of Regulation (EU) 2019/1156 of the European Parliament and of the Council of 20 June 2019
Archives
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
- Article L. 533-12 of the Monetary and Financial Code (in french only)
- Article L. 533-22-2-1 of the Monetary and Financial Code (in french only)
- Article L. 541-8-1 of the Monetary and Financial Code (in french only)
- Article 325-12 of the General Regulation
- Article 411-126 of the General Regulation
- Article 421-25 of the General Regulation
- Article 4 of Regulation (EU) 2019/1156 of the European Parliament and of the Council of 20 June 2019
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
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The version of this document is not available in English
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Reference texts
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
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.
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Keywords
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