28 March 2024 | Policy | Instruction DOC-2011-19 … investment.” Past performance: Performances passées de l'OPCVM XYZ 12,8% -25,2% -6,3% 5,6%5,1% -4,2% 8,5% 20,4% 3,3% … 2008 2009 Performance annuelle Durant cette période, l'OPCVM était géré de manière différente. Cf no tre site … investment.” Past performance: Performances passées de l'OPCVM XYZ 12,8% -25,2% -6,3% 5,6%5,1% -4,2% 8,5% 20,4% 3,3% … |
28 March 2024 | Policy | Position - Recommendation DOC-2011-25 … 22 When monitoring CIS (OPCVM) and real estate funds (OPCI), the Autorité des Marchés … 22 When monitoring CIS (OPCVM) and real estate funds (OPCI), the Autorité des Marchés … |
20 December 2023 | Policy | Position - Recommendation DOC-2020-03 Position-Recommendation DOC-2020-03 sets out the information on the consideration of non-financial criteria that French collective investment undertakings and foreign UCITS authorised for marketing in France may disclose. These provisions are described for the various regulatory documents (key investor information documents, prospectus) and…… investment funds (FCPE) 2 With the exception of structured OPCVM mentioned at article R.214-28 of the Financial and … |
16 February 2023 | Policy | Position - Recommendation DOC-2011-24 … 8 5. Order execution policy for structured funds (OPCVM à formule) ....................................... 9 6. Marketing rules governing index funds (OPCVM indiciels) … marketing features of authorised venture capital funds (OPCVM de capital investissement agréés ) … |
09 December 2021 | Policy | Position DOC-2010-05 … par [nom(s) de la (ou des) entités responsables]. « L’OPCVM proposé a été agréé par [nom du régulateur]. Cependant, … par [nom(s) de la (ou des) entités responsables] « L’OPCVM proposé a été agréé par [nom du régulateur]. Ce support … |
16 March 2021 | Policy | Position - Recommendation DOC-2012-12 … Authorised ARIA funds with streamlined investment rules (OPCVM Agréés à Règles d'Investissement Allégées), alternative … |
30 September 2020 | Policy | Position DOC-2020-08 … sur les simulations de crise de liquidité dans les OPCVM et les FIA (ESMA34-39-897 FR) - In English: Guidelines … sur les simulations de crise de liquidité dans les OPCVM et les FIA (ESMA34-39-897 FR) - In English: Guidelines … |
27 July 2020 | Policy | Position - Recommendation DOC-2014-07 Best execution consists of obtaining, when executing orders, the best possible result for clients. The Autorité des marchés financiers (AMF) updates the English version of its position-recommendation DOC-2014-07 on this subject. |
26 June 2018 | Policy | Position DOC-2005-14 Position DOC-2005-14 provides detail on the provisions that apply to the management of professional specialised funds, notably regarding these funds' ability to invest in funds that do not meet the criteria set out in Article 422-95 of the AMF General Regulation, and to trade forward contracts whose underlying asset is foreign UCITS, AIF or other…… created funds, at that time called "contractual funds" (OPCVM contractuels), in response to the demands of … created funds, at that time called "contractual funds" (OPCVM contractuels), in response to the demands of … created funds, at that time called "contractual funds" (OPCVM contractuels), in response to the demands of … |
29 July 2014 | Policy | Position DOC-2008-16 … sur le fondement d'un droit étranger autres que des OPCVM ou des FIA … Investment management companies Marketing … sur le fondement d'un droit étranger autres que des OPCVM ou des FIA … Marketing … Asset management … End of applicability on 25 June 2018 |
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