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II - Investment products
II. 1 - Collective investment schemes (CISs)
II. 1.1. Common provisions applicable to UCITS and CISs
- Applicable from 16 February 2023
- Position DOC-2012-15
Archives
From 26 June 2018 to 15 February 2023 | Position DOC-2012-15
Criteria applicable to "philanthropic" collective investments
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From 01 December 2015 to 25 June 2018 | Position DOC-2012-15
Criteria applicable to "philanthropic" collective investments
A "philanthropic" collective investment must comply with the specific regulations regarding the nature of the beneficiaries, methods for making a gift, sharing information with unitholders and methods for calculating said gift in order to qualify for this status.
Reference texts
From 07 November 2012 to 30 November 2015 | Position DOC-2012-15
Criteria applicable to "philanthropic" collective investments
This page is not available in English
Legal information:
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
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