DOC-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.

France

Autorite des Marches Financiers