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UCITS & Investment funds : UCITS - Forms & declarations
Creation of a french UCITS (or UCITS compartment)
This document is Annex I of AMF Instruction DOC-2011-19.
Content of information-sharing agreements in cross-border master/feeder arrangements
This document is Annex I (a) of AMF Instruction DOC-2011-19.
Letter of undertaking from the management company for the authorisation application of a French UCITS
This document is Annex II of AMF Instruction DOC-2011-19.
Authorisation application form for comparable UCITS: creation of french UCITS under the fast track process (or UCITS compartment)
This document is Annex III of AMF Instruction DOC-2011-19.
Letter of undertaking from the management company for the authorisation application of a comparable French UCITS
This document is Annex IV of AMF Instruction DOC-2011-19.
Frame of reference for the undertaking signed by the management company
This document is Annex V of AMF Instruction DOC-2011-19.
Authorisation application form for changes to a UCITS requiring pre-approval
This document is Annex VI of AMF Instruction DOC-2011-19.
Procedures for filling in authorisation forms for changes subject to pre-approval
This document is Annex VI (a) of AMF Instruction DOC-2011-19.
Authorisation form in reply to a request for further information
This document is Annex VII of AMF Instruction DOC-2011-19
AMF notification form for changes subject to ex-post notification
This document is Annex VIII of AMF Instruction DOC-2011-19.
Application form for administrative management of multiple changes subject to ex-post notification
This document is Annex IX of AMF Instruction DOC-2011-19.
Prime broker compliance letter template
This document is Annex X of AMF Instruction DOC-2011-19.
Notification form: demerger decided upon pursant to articles L. 214-7-4 and L. 214-8-7 of the Monetary and financial code
This document is Annex XI of AMF Instruction DOC-2011-19.
Standard template for the key investor information document (KIID)
This document is Annex XIII of AMF Instruction DOC-2011-19.
Standard template for the prospectus
This document is Annex XIV of AMF Instruction DOC-2011-19.
Standard Fund Rules
This document is Annex XV of AMF Instruction DOC-2011-19.
Standard Articles of Incorporation
This document is Annex XVI of AMF Instruction DOC-2011-19.
Statistical and financial data to be filed with the Autorité des Marchés Financiers
This document is Annex XVII of AMF Instruction DOC-2011-19.
Notification letter to be completed for an outward passport applications
This document is Annex XVIII of AMF Instruction DOC-2011-19.
File for the de-notification of arrangements for marketing in a Member State of the European Union other than France of units or shares in a UCITS of the European Union (including French) managed by a portfolio asset management company authorised in France
This document is Annex XVIIIa to AMF Instruction DOC-2011-19
Form to be filled in when marketing in France UCITS established under foreign law that takes into account extra-financial criteria or when modifying the extra-financial approach of a fund already marketed (Position-recommandation - DOC-2020-03)
This document is Annex XX of AMF Instruction DOC-2011-19.
On the same topic
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