Guide for Drafting Advertising Communications and Marketing Collective Investments and SOFICA

The French Financial Markets Authority (AMF) issued Guide DOC-2011-24 to establish standards for drafting commercial documents and marketing collective investments, including UCITS, AIFs, SOFICA, SCPI, and private equity funds. The guide details acceptable practices and prohibitions regarding general principles, financial indices, and specific strategies such as cushion management. It serves as a regulatory reference for ensuring transparency and fairness in the commercialization of these financial products.

Autorite des Marches Financiers logo

France

Autorite des Marches Financiers

Click to view full text