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- Position - Recommendation DOC-2011-24
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From 02 February 2022 to 15 February 2023 | Position - Recommendation DOC-2011-24
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
From 16 March 2021 to 01 February 2022 | Position - Recommendation DOC-2011-24
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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From 17 July 2020 to 15 March 2021 | Position - Recommendation DOC-2011-24
This page is not available in English at the moment
From 03 January 2019 to 16 July 2020 | Position - Recommendation DOC-2011-24
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From 22 January 2018 to 02 January 2019 | Position - Recommendation DOC-2011-24
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From 01 January 2018 to 21 January 2018 | Position - Recommendation DOC-2011-24
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From 12 January 2017 to 31 December 2017 | Position - Recommendation DOC-2011-24
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From 26 May 2016 to 11 January 2017 | Position - Recommendation DOC-2011-24
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From 14 March 2016 to 25 May 2016 | Position - Recommendation DOC-2011-24
The version of this document is not available in English
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From 26 November 2015 to 13 March 2016 | Position - Recommendation DOC-2011-24
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From 23 July 2015 to 25 November 2015 | Position - Recommendation DOC-2011-24
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
From 08 January 2015 to 22 July 2015 | Position - Recommendation DOC-2011-24
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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From 07 December 2012 to 07 January 2015 | Position - Recommendation DOC-2011-24
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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