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Policy II - Investment products Authorisation procedures, preparation of a KIID and a prospectus and periodic reporting for French and foreign UCITS marketed in France

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Instruction DOC-2011-19

Relevant on March 15, 2017

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Abstract

The AMF details the rules that apply to French UCITS and foreign UCITS distributed in France as regards the approval procedure, the drafting of a key investor information document (KIID) and a prospectus, and periodic reporting. Clarifications are provided about the creation of a French UCITS, changes during the life of UCITS, and the requirements regarding reporting to investors and to the AMF.

Annexes I to XVIII of AMF Instruction DOC-2011-19

Commission Regulation (EU) n° 583/2010 of 1 July 2010

Authorisation procedures, preparation of a KIID and a prospectus, and reporting for French and foreign UCITS marketed in France

Instruction DOC-2011-19 Applicable from October 26, 2012 to February 20, 2014

The AMF details the rules that apply to French UCITS and foreign UCITS distributed in France as regards the approval procedure, the drafting of a key investor information document (KIID) and a prospectus, and periodic reporting. Clarifications are provided about the creation of a French UCITS, changes during the life of UCITS, and the requirements regarding reporting to investors and to the AMF.

Link to the document

Authorisation procedures, preparation of a KIID and a prospectus and periodic reporting for French and foreign UCITS marketed in France

Instruction DOC-2011-19 Applicable from February 21, 2014 to January 7, 2015

The AMF details the rules that apply to French UCITS and foreign UCITS distributed in France as regards the approval procedure, the drafting of a key investor information document (KIID) and a prospectus, and periodic reporting. Clarifications are provided about the creation of a French UCITS, changes during the life of UCITS, and the requirements regarding reporting to investors and to the AMF.

Link to the document

Authorisation procedures, preparation of a KIID and a prospectus and periodic reporting for French and foreign UCITS marketed in France

Instruction DOC-2011-19 Applicable from January 8, 2015 to November 30, 2015

The AMF details the rules that apply to French UCITS and foreign UCITS distributed in France as regards the approval procedure, the drafting of a key investor information document (KIID) and a prospectus, and periodic reporting. Clarifications are provided about the creation of a French UCITS, changes during the life of UCITS, and the requirements regarding reporting to investors and to the AMF.

Link to the document

Authorisation procedures, preparation of a KIID and a prospectus and periodic reporting for French and foreign UCITS marketed in France

Instruction DOC-2011-19 Applicable from December 1, 2015 to April 17, 2016

The AMF details the rules that apply to French UCITS and foreign UCITS distributed in France as regards the approval procedure, the drafting of a key investor information document (KIID) and a prospectus, and periodic reporting. Clarifications are provided about the creation of a French UCITS, changes during the life of UCITS, and the requirements regarding reporting to investors and to the AMF.

Link to the document

Authorisation procedures, preparation of a KIID and a prospectus and periodic reporting for French and foreign UCITS marketed in France

Instruction DOC-2011-19 Applicable from April 18, 2016 to November 7, 2016

This version of the document is not available in English.

Link to the document

Authorisation procedures, preparation of a KIID and a prospectus and periodic reporting for French and foreign UCITS marketed in France

Instruction DOC-2011-19 Applicable from November 8, 2016 to March 14, 2017

The AMF details the rules that apply to French UCITS and foreign UCITS distributed in France as regards the approval procedure, the drafting of a key investor information document (KIID) and a prospectus, and periodic reporting. Clarifications are provided about the creation of a French UCITS, changes during the life of UCITS, and the requirements regarding reporting to investors and to the AMF.

Link to the document

Table des matières de la doctrine

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Head of publications: Florence Gaubert, Executive Director of AMF Communication Directorate.
Contact: Communication Directorate – Autorité des marches financiers 17 place de la Bourse – 75082 Paris cedex 02