DOC-2020-03 Information to be provided by collective investment schemes integrating extra-financial approaches

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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

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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.

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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
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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