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III - Providers
III. 1 - Investment services providers
III. 1.3. Rules of conduct
  • Applicable from 26 June 2018
  • Recommendation DOC-2017-07

Future performance simulations



Recommendation DOC-2017-07 recalls the legislative and regulatory provisions that apply to investment service providers, crowdfunding investment advisers and financial investment advisers. It also set out recommendations on investor information on performance simulation tools and technical aspects to designing these simulation tools.

Reference texts