22 April 2024 | Policy | Instruction DOC-2011-20 … and communicated to the AMF as part of an application for marketing in France Annex II - Letter of undertaking from the … and communicated to the AMF as part of an application for marketing in France Annex IV - Letter of undertaking from the … requires the authorisation of the AMF. Subject to the marketing procedure resulting from Directive 2011/61/EU (for … |
22 April 2024 | Policy | Instruction DOC-2011-22 … fund4, requires AMF authorisation. Subject to the marketing procedure arising from Directive 2011/61/EU (for … authorised in accordance with Directive 2011/61/EU – Marketing procedure Where the retail private equity … 421-1 and 421-13 of the AMF General Regulation before marketing units in France to professional clients and retail … |
22 April 2024 | Policy | Instruction DOC-2012-06 … authorised in accordance with Directive 2011/61/EU – Marketing procedure … authorised in accordance with Directive 2011/61/EU – Marketing procedure Where the specialised professional fund … 421-1 and 421-13 of the AMF General Regulation before marketing units in France to professional clients and retail … |
22 April 2024 | Policy | Instruction DOC-2011-19 … 35 Article 36 – Notification procedure for marketing a foreign UCITS in … 35 Article 37 – Examination of the marketing of the UCITS by the … materially less strict than those of the reference UCITS. Marketing materials for the comparable UCITS must not differ … additions or omissions of information between the marketing materials for the comparable UCITS and those for … |
22 April 2024 | Policy | Instruction DOC-2011-21 … undertaking requires AMF authorisation. Subject to the marketing procedure arising from Directive 2011/61/EU (for … companies authorised under Directive 2011/61/EU – Marketing procedure Where the employee investment undertaking … and 421-13 of the AMF General Regulation before it starts marketing in France to professional clients and retail … |
17 April 2024 | Article | Operating as a crowdfunding service provider in France In which cases can you apply to the AMF for authorisation to become a crowdfunding service provider? How do you obtain this authorisation? Have you been authorised as a crowdfunding service provider in another Member State of the European Union (EU) and would like to offer your services in France? Find all the useful information here.… DOC-2023-05 setting out its expectations regarding marketing communications disseminated in France. … Delegated … |
28 March 2024 | News | ROSA Extranet: changes to authorisation and declaration processes for collective investments Following the approval of the amendments to its General Regulation and as part of the launch of the ROSA extranet for collective investments, the Autorité des Marchés Financiers (AMF) has updated its policy.… changes AMF Instruction DOC-2014-03: Procedure for marketing units or shares of AIFs AMF Instruction … |
28 March 2024 | Policy | Instruction DOC-2014-03 … Procedure for marketing units or shares of AIFs … Investment management … Policy 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 … |
28 March 2024 | Policy | Position - Recommendation DOC-2012-11 … on which the portfolio’s liquidation will be completed; - marketing materials are consistent with the information in … other documents used to market the fund (KIID, prospectus, marketing materials) do not suggest a shorter term. If there … a passport under the terms of Directive 2011/61/EU for the marketing of its units or shares in France or a marketing … |
28 March 2024 | Policy | Instruction DOC-2011-23 … and communicated to the AMF as part of an application for marketing in France Annex II – Letter of commitment of the … requires the authorisation of the AMF. Subject to the marketing procedure resulting from Directive 2011/61/EU (for … authorised in accordance with Directive 2011/61/EU – Marketing procedure Where the real estate collective … |
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