Policy IV - Marketing - Customer relationship Agreements on the distribution of financial instruments


The legislative and regulatory provisions governing agreements drawn up between the manufacturers of financial instruments and the distributors of such instruments cover the validation of promotional communications and the transmission of information about the product being marketed. These agreements are a way of enabling better client protection as they provide for the dissemination of clear, accurate information about the product and the provision of suitable advice. Position-recommendation DOC-2014-05 specifies the content of these agreements.

Table des matières de la doctrine

Legal information
Head of publications: The Executive Director of AMF Communication Directorate.
Contact: Communication Directorate – Autorité des marches financiers 17 place de la Bourse – 75082 Paris cedex 02