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Policy II - Investment products A guide to regulatory documents governing collective investment undertakings
Segment information
Position - Recommendation DOC-2011-05
Applicable from January 3, 2019 to July 16, 2020
Reference texts
Abstract
This guide details how to draft the key investor information document (KIID) and the prospectus (including Regulations / Articles of Incorporation) for UCITS and non-UCITS (including venture capital funds, employee investment funds and innovation venture capital trusts) and for funds that are accessible to the public.
Guide to the regulatory documents governing collective investments schemes and real estate funds
Position , Recommendation DOC-2011-05 Applicable from December 7, 2012 to January 7, 2015
This guide details how to draft the key investor information document (KIID) and the prospectus (including Regulations / Articles of Incorporation) for UCITS and non-UCITS (including venture capital funds, employee investment funds and innovation venture capital trusts) and for funds that are accessible to the public.
Guide to the regulatory documents governing collective investments schemes and real estate funds
Position , Recommendation DOC-2011-05 Applicable from January 8, 2015 to July 22, 2015
This guide details how to draft the key investor information document (KIID) and the prospectus (including Regulations / Articles of Incorporation) for UCITS and non-UCITS (including venture capital funds, employee investment funds and innovation venture capital trusts) and for funds that are accessible to the public.
Guide to the regulatory documents governing collective investments schemes
Position , Recommendation DOC-2011-05 Applicable from July 23, 2015 to November 25, 2015
This guide details how to draft the key investor information document (KIID) and the prospectus (including Regulations / Articles of Incorporation) for UCITS and non-UCITS (including venture capital funds, employee investment funds and innovation venture capital trusts) and for funds that are accessible to the public.
Guide to the regulatory documents governing collective investments schemes
Position , Recommendation DOC-2011-05 Applicable from November 26, 2015 to November 7, 2016
This page does not exist in English.
Guide to the regulatory documents governing collective investments schemes
Position , Recommendation DOC-2011-05 Applicable from November 8, 2016 to January 11, 2017
This page does not exist in English.
Guide to the regulatory documents governing collective investments schemes
Position , Recommendation DOC-2011-05 Applicable from January 12, 2017 to March 14, 2017
This guide details how to draft the key investor information document (KIID) and the prospectus (including Regulations / Articles of Incorporation) for UCITS and non-UCITS (including venture capital funds, employee investment funds and innovation venture capital trusts) and for funds that are accessible to the public.
Guide to the regulatory documents governing collective investments schemes
Position , Recommendation DOC-2011-05 Applicable from March 15, 2017 to May 6, 2018
This guide details how to draft the key investor information document (KIID) and the prospectus (including Regulations / Articles of Incorporation) for UCITS and non-UCITS (including venture capital funds, employee investment funds and innovation venture capital trusts) and for funds that are accessible to the public.
Guide to the regulatory documents governing collective investments schemes
Position , Recommendation DOC-2011-05 Applicable from May 7, 2018 to January 2, 2019
This guide details how to draft the key investor information document (KIID) and the prospectus (including Regulations / Articles of Incorporation) for UCITS and non-UCITS (including venture capital funds, employee investment funds and innovation venture capital trusts) and for funds that are accessible to the public.
Legal information
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Contact: Communication Directorate – Autorité des marches financiers 17 place de la Bourse – 75082 Paris cedex 02