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III - Providers
III. 1 - Investment services providers
III. 1.1. Authorisation / Programme of operations / Passport
Organisation of asset management companies for managing loan-granting AIFs
  • Applicable from 2 November 2023
  • Instruction DOC-2016-02

Organisation of asset management companies for managing loan-granting AIFs

Document

Summary

Instruction DOC-2016-02 describes the organisational conditions that must be fulfilled by a portfolio asset management company managing AIFs wishing to grant loans. It defines the requirements for obtaining authorisation or an extension of authorisation. It also specifies the conditions for reporting to the AMF and the Banque de France for the investment management company on all loans granted by its funds. The form detailing the quarterly declarations to be made to the AMF is provided on the ROSA extranet.

Reference texts