- Home
- Regulation
- Policy
- DOC-2020-03
Information to be provided by collective investment schemes incorporating non-financial approaches
Document
Summary
Position-Recommendation DOC-2020-03 sets out the information on the consideration of non-financial criteria that French collective investment undertakings and foreign UCITS authorised for marketing in France may disclose. These provisions are described for the various regulatory documents (key investor information documents, prospectus) and marketing materials.
Reference texts
- Article L. 533-12 of the Monetary and Financial Code (in French only)
- Article L. 533-22-1 of the Monetary and Financial Code (in French only)
- Article L. 533-22-2-1 of the Monetary and Financial Code (in French only)
- Article 4, paragraph 1 of Regulation (EU) 2019/1156
- Article 319-3 1° of the AMF General Regulation
- Article 321-100 of the AMF General Regulation
- Article 411-126 of the AMF General Regulation
- Article 421-25 of the AMF General Regulation
Archives
From 20 December 2023 to 29 December 2024 | Position - Recommendation DOC-2020-03
Position-Recommendation DOC-2020-03 sets out the information on the consideration of non-financial criteria that French collective investment undertakings and foreign UCITS authorised for marketing in France may disclose. These provisions are described for the various regulatory documents (key investor information documents, prospectus) and marketing materials.
Reference texts
From 02 August 2023 to 19 December 2023 | Position - Recommendation DOC-2020-03
From 16 February 2023 to 01 August 2023 | Position - Recommendation DOC-2020-03
From 27 January 2022 to 15 February 2023 | Position - Recommendation DOC-2020-03
Position-Recommendation DOC-2020-03 sets out the information on the consideration of non-financial criteria that French collective investment undertakings and foreign UCITS authorised for marketing in France may disclose. These provisions are described for the various regulatory documents (key investor information documents, prospectus) and marketing materials.
Reference texts
From 27 July 2020 to 26 January 2022 | Position - Recommendation DOC-2020-03
Reference texts
From 11 March 2020 to 26 July 2020 | Position - Recommendation DOC-2020-03
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