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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Du 05 mars 2021 au 05 octobre 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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Du 07 mai 2020 au 04 mars 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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Du 13 mars 2019 au 06 mai 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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Du 03 janvier 2019 au 12 mars 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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Du 29 septembre 2017 au 02 janvier 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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Du 15 mars 2017 au 28 septembre 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

Du 23 juillet 2015 au 14 mars 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

Du 07 décembre 2012 au 22 juillet 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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