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Guides Professional

AMF policy handbook for small and mid caps

Published on January 12, 2017

The AMF has compiled this handbook for small and mid cap issuers . By recalling the main financial disclosure-related documents that issuers should be familiar with, this handbook addresses key issues and questions on the following themes : financial reporting and disclosure principles, principle of inside information and prevention of insider dealing by senior executives, Information provided by senior executives and shareholders, trading in securities and market-related questions, governance, IFRS accounting information.

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MiFID II - Guide for Asset Management Companies

Published on April 20, 2016

This guide aims to help asset management companies implement the new measures introduced by MiFID II. It will be updated to take account of the additional texts of the directive. The AMF has covered all the key topics of the directive for asset management companies, including product governance, “independent” investment advice, fees or best execution.

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UCITS 5 Directive- Guide for Asset Management Companies

Published on March 11, 2016

Directive 2014/91/EU of 23 July 2014 on UCITS, the so-called UCITS V Directive, was published in the Official Journal of the European Union on 28 August 2014 with a requirement for transposition into French law by 18 March 2016 and immediate entry into force. Prior to its transposition, the Autorité des Marchés Financiers (AMF) is publishing a guide to help management companies and answer questions about how the UCITS V Directive will impact their business. This guide may be updated as regulations evolve.

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Guide of European Long-Term Investment Fund (ELTIF)

Published on February 19, 2016

This information guide is for educational purposes only and is not a policy document. It aims to guide fund managers who would like one of their funds to be authorised as a European long-term investment fund (ELTIF). This document is intended for European AIFMs who wish to obtain ELTIF authorisation for a French fund, AIFMs who wish to use the passport procedure under the AIFM Directive to market a non-French ELTIF in France, and other ELTIF actors (distributors, depositaries, investors).

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Catalogue of French statutory and regulatory measures applicable to the marketing of shares or units in foreign UCITS in France

Published on February 18, 2016

Guide to the relevance, consistency and readability of financial statements

Published on July 30, 2015

This guide, created by the AMF provides to listed companies tips to improve the relevance, the coherence and the readability of their financial statements. Each tip is illustrated by examples of good practice.

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Reminder of the regulations liable to apply to websites offering assistance in the investment decision-making process

Published on April 26, 2013

AMF Q&A on drafting a sukuk prospectus and practical information on obtaining approval for listing on a regulated market

Published on February 13, 2013

Preparation of bond prospectuses and approval procedures (Update)

Published on November 18, 2010

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