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II - Investment products
II. 1 - Collective investment schemes (CISs)
II. 1.1. Common provisions applicable to UCITS and CISs
Guide to drafting marketing communications and distributing collective investments and SOFICA fund
  • Applicable from 2 February 2022
  • Position - Recommendation DOC-2011-24

Guide to drafting marketing communications and distributing collective investments and SOFICA fund

Document

Summary

This guide outlines the behaviours to be adopted and the bad practice which is prohibited when drafting CIS marketing materials and when distributing CIS (general principles, communication on financial indexes and strategy, etc.). These provisions cover structured funds, index funds, funds using Constant Proportion Portfolio Insurance (CPPI) strategies, SOFICAs, real-estate funds and authorised venture capital funds.

Reference texts