Regulatory AlertsDOC-2017-07 Simulations of Future Performance
The French Financial Markets Authority (AMF) issues Recommendation DOC-2017-07 to clarify legislative and regulatory obligations for investment service providers regarding the use of performance simulators. The document outlines specific requirements for investor information and the technical methodologies used to construct these future performance simulations. It explicitly notes that the text has not yet been updated to reflect the transposition of MiFID II and the resulting separation of legal regimes for investment firms and portfolio management companies.
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