DOC-2011-21 Approval Procedures, Establishment of a DIC and/or DICI and Prospectus, and Periodic Information for Employee Savings Funds

Instruction DOC-2011-21 establishes the rules for employee savings funds (FCPE or SICAVAS) regarding the approval procedure, the creation of a Key Document (DIC) and/or a Key Investor Information Document (DICI), the prospectus, and periodic information. It provides specific details on the creation of these funds, modifications during their lifecycle, and the methods for informing subscribers and the AMF. The document references Articles 424-1 and following of the AMF General Regulation and Annexes I to XV of the instruction.

France

Autorite des Marches Financiers