DOC-2023-05 Advertising Communications by Crowdfunding Service Providers

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III - Service Providers
III. 4 - Crowdfunding
Doctrine
Financial Service Providers

Advertising Communications by Crowdfunding Service Providers

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Applicable as of June 16, 2023
Position DOC-2023-05

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Summary
Position DOC-2023-05 clarifies the AMF's expectations regarding the advertising communications of crowdfunding service providers (CSPs). It addresses the requirement for these communications to be fair, clear, and not misleading, covering visual aspects, product comparisons, terminology used, risk presentation, mentions regarding product performance or tax treatment, references to competent authorities, communication channels used, and the required consistency between advertising communications and regulatory information documents (Key Investor Information Document). It applies to CSPs providing their services in France (from national territory or cross-border from another Member State), whether they involve financial securities or the facilitation of loan granting.

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Reference texts

Article L. 547-2 of the Monetary and Financial Code

Articles 27 and 28 of Regulation (EU) 2020/1503 of the European Parliament and of the Council of 7 October 2020 Keywords

Asset Management

Marketing

Innovation

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Legal notices:
Publisher: The Director of the AMF Communication Department. Contact: Communication Department, Autorité des marchés financiers - 17, place de la Bourse - 75082 Paris Cedex 02