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- Applicable from 28 March 2024
- Instruction DOC-2014-03
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Du 02 août 2021 au 27 mars 2024 | Instruction DOC-2014-03
Instruction DOC-2014-03 describes the procedure for marketing AIFs in France. It also specifies the procedure for marketing in another European Union Member State of AIFs managed by a French asset management company authorised under the AIFM Directive.
Reference texts
Du 26 juin 2018 au 01 août 2021 | Instruction DOC-2014-03
Instruction DOC-2014-03 describes the procedure for marketing AIFs in France. It also specifies the procedure for marketing in another European Union Member State of AIFs managed by a French asset management company authorised under the AIFM Directive.
Reference texts
Annexes
- Notification file for marketing in France of units or shares of AIFs of the European Union (France included) managed by an asset management company authorised in France
- Notification letter to be completed prior to marketing units or shares of a European Union AIF managed by an asset management company authorised in France in a European Member State other than France
- Items to be attached to the file referred to in Annex 2-1 for each AIF
- Authorisation application file for marketing in France of third country AIFs or AIFs managed by a manager established in a third country
Du 25 septembre 2017 au 25 juin 2018 | Instruction DOC-2014-03
Instruction DOC-2014-03 describes the procedure for marketing AIFs in France. It also specifies the procedure for marketing in another European Union Member State of AIFs managed by a French asset management company authorised under the AIFM Directive.
Reference texts
Annexes
- Notification file for marketing in France of units or shares of AIFs of the European Union (France included) managed by an asset management company authorised in France
- Notification letter to be completed prior to marketing units or shares of a European Union AIF managed by an asset management company authorised in France in a European Member State other than France
- Items to be attached to the file referred to in Annex 2-1 for each AIF
- Authorisation application file for marketing in France of third country AIFs or AIFs managed by a manager established in a third country
Du 26 juin 2015 au 24 septembre 2017 | Instruction DOC-2014-03
Reference texts
Annexes
- Notification file for marketing in France of units or shares of AIFs of the European Union (France included) managed by an asset management company authorised in France
- Notification letter to be completed prior to marketing units or shares of a European Union AIF managed by an asset management company authorised in France in a European Member State other than France
- Items to be attached to the file referred to in Annex 2-1 for each AIF
- Authorisation application file for marketing in France of third country AIFs or AIFs managed by a manager established in a third country
Du 08 janvier 2015 au 25 juin 2015 | Instruction DOC-2014-03
Reference texts
- Article 421-1 of General Regulation
- Article 421-13 of General Regulation
- Article 421-14 of General Regulation
Annexes
- Notification file for marketing in France of units or shares of AIFs of the European Union (France included) managed by an asset management company authorised in France
- Notification letter to be completed prior to marketing units or shares of a European Union AIF managed by an asset management company authorised in France in a European Member State other than France
- Items to be attached to the file referred to in Annex 2-1 for each AIF
- Authorisation application file for marketing in France of third country AIFs or AIFs managed by a manager established in a third country
Du 30 juin 2014 au 07 janvier 2015 | Instruction DOC-2014-03
Instruction DOC-2014-03 describes the procedure for marketing AIFs in France. It also specifies the procedure for marketing in another European Union Member State of AIFs managed by a French asset management company authorised under the AIFM Directive.
Reference texts
- Article 421-1 of General Regulation
- Article 421-13 of General Regulation
- Article 421-14 of General Regulation
Annexes
- Notification file for marketing in France of units or shares of AIFs of the European Union (France included) managed by an asset management company authorised in France
- Notification letter to be completed prior to marketing units or shares of a European Union AIF managed by an asset management company authorised in France in a European Member State other than France
- Items to be attached to the file referred to in Annex 2-1 for each AIF
- Authorisation application file for marketing in France of third country AIFs or AIFs managed by a manager established in a third country
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