A guide to the monitoring of collective investment undertakings | AMF

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II - Investment products

II. 1 - Collective investment schemes (CISs)

II. 1.1. Common provisions applicable to UCITS and CISs

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From 05 March 2021 to 05 October 2022 | Position - Recommendation DOC-2011-25

A guide to the monitoring of collective investment undertakings

This guide provides a reminder of how certain aspects of the regulations governing CIS should be applied, such as control procedures, maturity management, side pocket funds, compensation procedures, calculating exposure and overall risk, and information for investors (in relation to mergers and in relation to the guaranteed amount of their investment) as well as the monitoring of ETFs.

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From 07 May 2020 to 04 March 2021 | Position - Recommendation DOC-2011-25

A guide to the monitoring of collective investment undertakings

This guide provides a reminder of how certain aspects of the regulations governing CIS should be applied, such as control procedures, maturity management, side pocket funds, compensation procedures, calculating exposure and overall risk, and information for investors (in relation to mergers and in relation to the guaranteed amount of their investment) as well as the monitoring of ETFs.

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From 13 March 2019 to 06 May 2020 | Position - Recommendation DOC-2011-25

A guide to the monitoring of collective investment undertakings

This guide provides a reminder of how certain aspects of the regulations governing CIS should be applied, such as control procedures, maturity management, side pocket funds, compensation procedures, calculating exposure and overall risk, and information for investors (in relation to mergers and in relation to the guaranteed amount of their investment) as well as the monitoring of ETFs.

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From 03 January 2019 to 12 March 2019 | Position - Recommendation DOC-2011-25

A guide to the monitoring of collective investment undertakings

This guide provides a reminder of how certain aspects of the regulations governing CIS should be applied, such as control procedures, maturity management, side pocket funds, compensation procedures, calculating exposure and overall risk, and information for investors (in relation to mergers and in relation to the guaranteed amount of their investment) as well as the monitoring of ETFs.

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From 29 September 2017 to 02 January 2019 | Position - Recommendation DOC-2011-25

A guide to the monitoring of collective investment undertakings

This guide provides a reminder of how certain aspects of the regulations governing CIS should be applied, such as control procedures, maturity management, side pocket funds, compensation procedures, calculating exposure and overall risk, and information for investors (in relation to mergers and in relation to the guaranteed amount of their investment) as well as the monitoring of ETFs.

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Reference texts

From 15 March 2017 to 28 September 2017 | Position - Recommendation DOC-2011-25

A guide to the monitoring of collective investment schemes

This guide provides a reminder of how certain aspects of the regulations governing CIS should be applied, such as control procedures, maturity management, side pocket funds, compensation procedures, calculating exposure and overall risk, and information for investors (in relation to mergers and in relation to the guaranteed amount of their investment).

Download policy

Reference texts

From 23 July 2015 to 14 March 2017 | Position - Recommendation DOC-2011-25

A guide to the monitoring of collective investment schemes

This guide provides a reminder of how certain aspects of the regulations governing CIS should be applied, such as control procedures, maturity management, side pocket funds, compensation procedures, calculating exposure and overall risk, and information for investors (in relation to mergers and in relation to the guaranteed amount of their investment).

Download policy

Reference texts

From 07 December 2012 to 22 July 2015 | Position - Recommendation DOC-2011-25

A guide to the monitoring of collective investment schemes

This guide provides a reminder of how certain aspects of the regulations governing CIS should be applied, such as control procedures, maturity management, side pocket funds, compensation procedures, calculating exposure and overall risk, and information for investors (in relation to mergers and in relation to the guaranteed amount of their investment).

Download policy

Reference texts

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