22 April 2024 | Policy | Instruction DOC-2012-06 … preparation of a prospectus and reporting for specialised professional funds and professional private equity funds … Investment management … summary documents defined in the chart of accounts and the certification of the statutory auditor; any material … |
22 April 2024 | Policy | Instruction DOC-2011-20 … retail investment funds, funds of alternative funds and professional retail investment funds … Investment management … retail investment funds, funds of alternative funds and professional retail investment funds AMF instruction – … summary documents defined in the chart of accounts and the certification of the statutory auditor, any substantial … |
22 April 2024 | Policy | Instruction DOC-2011-21 … General Regulation before it starts marketing in France to professional clients and retail clients, respectively. Where … may begin marketing the employee investment undertaking to professional clients also pertains to applications for … summary documents defined in the chart of accounts and the certification of the statutory auditor; any material … |
22 April 2024 | Policy | Instruction DOC-2011-22 … AMF General Regulation before marketing units in France to professional clients and retail clients respectively. Where … to market the retail private equity investment fund to professional clients also applies to the application to … summary documents defined in the chart of accounts and the certification of the statutory auditor; any material … |
08 April 2024 | AMF news release | The Autorité des Marchés Financiers announces the new composition of the Financial Skills Certification Board The system for verifying the skills and knowledge of the employees of investment services providers and of financial investment advisors relies on the services of the AMF and the Financial Skills Certification Board (HCCP). The latter, chaired by Olympe Dexant-de Bailliencourt, has just been partially renewed.… announces the new composition of the Financial Skills Certification Board … The HCCP's missions … Set up in 2009, … at the request of the AMF, on the system for verifying professional skills. Its opinions enable the AMF to: define … and 31 December 2023, more than 115,000 people passed the professional certification examination with one of the 13 … |
08 April 2024 | Article | Financial Skills Certification Board The Financial Skills Certification Board is responsible for providing opinions on the AMF's professional certification system and its updates. It has been chaired by Olympe Dexant-de Bailliencourt, a member of the AMF Board, since February 2024.… Financial Skills Certification Board … Tasks … The Financial Skills … at the request of the AMF on the system for verifying professional skills. Its opinions enable the AMF to: define … They include at least four members appointed for their professional expertise, after consulting with the main … |
28 March 2024 | Policy | Instruction DOC-2008-03 … of the Monetary and Financial Code, that have only professional unitholders or shareholders and that do not wish … evidence shall include final Articles of association, certification of the deposit or transfer of funds making up … or unlisted securities, venture capital funds (FCPRs), professional private equity funds, local investment funds … |
28 March 2024 | Policy | Instruction DOC-2014-03 … 3 I - Procedure for marketing to professional clients … 5 I - Procedure for marketing to professional clients … defined by the chart of accounts and including the certification issued by the statutory auditor, any material … defined by the chart of accounts and including the certification issued by the statutory auditor, any material … |
28 March 2024 | Policy | Instruction DOC-2011-23 … for real estate collective investment undertakings and professional real estate collective investment undertakings … … for real estate collective investment undertakings and professional real estate collective investment undertakings … documents defined by the accounting code, including the certification issued by the statutory auditor as well as the … |
15 February 2024 | Policy | Instruction DOC-2021-03 … Requirements for certification by the AMF of a training organisation to hold … services providers Investment management companies Professional certification Sustainable Finance Policy Book 3 … to hold the sustainable finance AMF examination … Professional certification … Sustainable Finance … |
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