Regulatory AlertsDOC-2020-03 Information to be provided by collective investment schemes integrating extra-financial approaches
The Autorité des marchés financiers (AMF) issued Position-Recommendation DOC-2020-03 to standardize disclosure requirements for French collective investment schemes and foreign UCITS marketed in France that incorporate extra-financial criteria. The document mandates specific information regarding these criteria across all regulatory and commercial documents, including Key Investor Information Documents and prospectuses. It establishes a consistent framework for communicating non-financial integration strategies to investors in compliance with the Monetary and Financial Code and the General Regulation.
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II - Investment Products II. 1 - Collective Investments II. 1.1. Provisions common to UCITS and AIFs
Doctrine Collective Investments
Information to be provided by collective investment schemes integrating extra-financial approaches
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Applicable as of December 30, 2024 Position - Recommendation DOC-2020-03
Download Viewed Version Summary Position-recommendation DOC-2020-03 details the information related to the consideration of extra-financial criteria that French collective investment schemes and foreign UCITS authorized for marketing in France may communicate. These provisions are applied across various regulatory documents (Key Investor Information Documents, prospectuses) and commercial documents.
Download the doctrine Reference texts Archives
Position-recommendation DOC-2020-03 details the information related to the consideration of extra-financial criteria that French collective investment schemes and foreign UCITS authorized for marketing in France may communicate. These provisions are applied across various regulatory documents (Key Investor Information Documents, prospectuses) and commercial documents.
Download the doctrine
Download the full overview of the doctrine Reference texts
Article L. 533-12 of the Monetary and Financial Code
Article L. 533-22-1 of the Monetary and Financial Code
Article L. 533-22-2-1 of the Monetary and Financial Code
Article 411-126 of the General Regulation
Article 421-25 of the General Regulation
Proposals from FBF and AMAFI concerning the synthetic coverage of ESG funds
Position-recommendation DOC-2020-03 details the information related to the consideration of extra-financial criteria that French collective investment schemes and foreign UCITS authorized for marketing in France may communicate. These provisions are applied across various regulatory documents (Key Investor Information Documents, prospectuses) and commercial documents.
Download the doctrine
Download the full overview of the doctrine Reference texts
Article L. 533-12 of the Monetary and Financial Code
Article L. 533-22-1 of the Monetary and Financial Code
Article L. 533-22-2-1 of the Monetary and Financial Code
Article 411-126 of the General Regulation
Article 421-25 of the General Regulation
Proposals from FBF and AMAFI concerning the synthetic coverage of ESG funds
Position-recommendation DOC-2020-03 details the information related to the consideration of extra-financial criteria that French collective investment schemes and foreign UCITS authorized for marketing in France may communicate. These provisions are applied across various regulatory documents (Key Investor Information Documents, prospectuses) and commercial documents.
Download the doctrine
Download the full overview of the doctrine Reference texts
Articles L. 533-12, L. 533-22-1, L. 533-22-2-1 of the Monetary and Financial Code
Article 411-126 of the General Regulation
Article 421-25 of the General Regulation
Proposals from FBF and AMAFI concerning the synthetic coverage of ESG funds
Position-recommendation DOC-2020-03 details the information related to the consideration of extra-financial criteria that French collective investment schemes and foreign UCITS authorized for marketing in France may communicate. These provisions are applied across various regulatory documents (Key Investor Information Documents, prospectuses) and commercial documents.
Download the doctrine
Download the full overview of the doctrine Reference texts
Articles L. 533-12, L. 533-22-1, L. 533-22-2-1 of the Monetary and Financial Code
Article 411-126 of the General Regulation
Article 421-25 of the General Regulation
Proposals from FBF and AMAFI concerning the synthetic coverage of ESG funds
Position-recommendation DOC-2020-03 details the information related to the consideration of extra-financial criteria that French collective investment schemes and foreign UCITS authorized for marketing in France may communicate. These provisions are applied across various regulatory documents (Key Investor Information Documents, prospectuses) and commercial documents.
Download the doctrine Reference texts
Articles L. 533-12, L. 533-22-1, L. 533-22-2-1 of the Monetary and Financial Code
Article 411-126 of the General Regulation
Article 421-25 of the General Regulation
Position-recommendation DOC-2020-03 details the information related to the consideration of extra-financial criteria that French collective investment schemes and foreign UCITS authorized for marketing in France may communicate. These provisions are applied across various regulatory documents (Key Investor Information Documents, prospectuses) and commercial documents.
Download the doctrine Reference texts
Articles L. 533-12, L. 533-22-1, L. 533-22-2-1 of the Monetary and Financial Code
Article 411-126 of the General Regulation
Article 421-25 of the General Regulation
Keywords
UCITS
Information obligation Legal notices: Publisher: The Director of the Communication Department of the AMF. Contact: Communication Department, Autorité des marchés financiers - 17, place de la Bourse - 75082 Paris Cedex 02