Events listed in France
Généralisation de l’établissement d’un document d’informations ...
ID 21912
On 16 February 2023, the Autorité des marchés financiers (AMF) issued a press release, informing about the update of its policy to take into account the new rules applicable to the preparation and publication of a Key Information Document (KID) when advertising a collective investment product to non-professional investors in accordance with the European Packaged Retail and Insurance-based Investment Products Regulation (PRIIPs Regulation). As ...
L’AMF appelle les sociétés cotées à une meilleure information des ...
ID 21882
On 14 February 2023, the Autorité des marchés financiers (AMF) issued a press release, informing about the publication of an updated Position – Recommendation DOC-2020-06: Guide to the preparation of prospectuses and the information to be provided in the event of a public offer or admission of financial securities, presenting new prospectus regulations. With the aim of protecting and properly informing investors, the AMF ...
Immatriculation à l’Orias des SGP au titre de leur activité de courtage en assurance
ID 21871
On 14 February 2023, the Association Française de la Gestion financière (AFG) published a press release, informing about the implication of the reform of insurance brokerage in 2022, which now requires insurance brokers to join a specific professional association. Yet asset management companies (AMCs) are expressly exempt for this, pursuant to part II of Article L 513-3 of the Insurance Code. In this context, ...
Règlement sur la publication d’informations en matière de durabilité dans les ...
ID 21856
On 13 February 2023, the Autorité des marchés financiers (AMF) published a press release, proposing the introduction of minimum environmental requirements in European law that must be met by financial products in order to be classified as Article 8 or Article 9 which would be a useful additional to the current regulatory framework. The Sustainable Finance Disclosure Regulation (SFDR), adopted in 2019, was designed ...
Arrêté du 1er février 2023 portant homologation de modifications du règlement ...
ID 21850
On 11 February 2023, the Order of 1 February 2023 approving amendments to the general regulations of the Autorité des marchés financiers was published on Légifrance, approving amendments to Book IV of the Doctrine of the AMF. The homologated modifications of note are the following: Article 411-20 is amended so that in the event of a temporary suspension, the UCITS or, where applicable, the ...
L’AFG publie un livre blanc sur les Innovations technologiques : Quelles stratégies ...
ID 21748
On 6 February 2023, the Association Française de la Gestion financière (AFG) issued a press release, informing about the launch of a dedicated website (at the time of writing only available in French) entitled „White Book Technological Innovations“ on strategies for asset management companies (AMCs). This web-based, interactive white paper is based on testimonials from digital transformation professionals within numerous AMCs and aims to ...
Décret n° 2023-63 du 3 février 2023 relatif à la vérification de l’identité ...
ID 21742
On 5 February 2023, the Decree No. 2023-63 of 3 February 2023 relating to the verification of customer identity for certain products and services at low risk of money laundering and terrorist financing (ECOT2207047D) was published on Légifrance, aiming at the relaxation of anti-money laundering measures included in the Monetary and Financial code (MFC) for financial services presenting low risks of criminal misappropriation. Audiences ...
Le document d’informations clés (DIC) est désormais généralisé à tous les ...
ID 21683
On 1 February 2023, the Autorité des marchés financiers (AMF) issued a press release, informing about the key information document (KID) now being generalized to all collective investments, compulsorily having to be updated at least once a year, or in the event of a significant change to any of the information presented. Entering into force in January 2018, the European regulation called „PRIIPs“, which ...
Gouvernement d’entreprise : l’AFG renforce ses recommandations sur le ...
ID 21576
On 25 January 2023, the Association Française de la Gestion financière (AFG) published the yearly update to its Recommendations on corporate governance (only available in French) ahead of the general meetings season of listed companies, which are intended to help management companies in the exercise of their votes. To guide the members of the AFG in the exercise of voting rights, the AFG Board ...
Réponse de l’AFG à la consultation des ESAs sur le « greenwashing »
ID 21531
On 20 January 2023, the Association Française de la Gestion financière (AFG) published its response to the consultation by European Supervisory Authorities (ESAs‘) on greenwashing. At the end of November 2022, the ESAs (EBA, EIOPA & ESMA) run a consultation on the subject of greenwashing until 10 January 2023. The purpose of the consultation was to **gather information on how to understand the main ...