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Policy IV - Marketing - Customer relationship Procedure for marketing units or shares of AIFs
Segment information
Instruction DOC-2014-03
Applicable from June 26, 2015 to September 24, 2017
This document has been superseded. Click here to download a more recent version
Reference texts
Abstract
Instruction DOC-2014-03 describes the procedure for marketing AIFs in France. It also specifies the procedure for marketing in another European Union Member State of AIFs managed by a French asset management company authorised under the AIFM Directive.
Notification file for marketing in France of units or shares of AIFs of the European Union (France included) managed by an asset management company authorised in France
Notification letter to be completed prior to marketing units or shares of a European Union AIF managed by an asset management company authorised in France in a European Member State other than France
Authorisation application file for marketing in France of third country AIFs or AIFs managed by a manager established in a third country
Procedure for marketing units or shares of AIFs
Instruction DOC-2014-03 Applicable from June 30, 2014 to January 7, 2015
Instruction DOC-2014-03 describes the procedure for marketing AIFs in France. It also specifies the procedure for marketing in another European Union Member State of AIFs managed by a French asset management company authorised under the AIFM Directive.
Procedure for marketing units or shares of AIFs
Instruction DOC-2014-03 Applicable from January 8, 2015 to June 25, 2015
Instruction DOC-2014-03 describes the procedure for marketing AIFs in France. It also specifies the procedure for marketing in another European Union Member State of AIFs managed by a French asset management company authorised under the AIFM Directive.
Procedure for marketing units or shares of AIFs
Instruction DOC-2014-03 Applicable from September 25, 2017 to June 25, 2018
Instruction DOC-2014-03 describes the procedure for marketing AIFs in France. It also specifies the procedure for marketing in another European Union Member State of AIFs managed by a French asset management company authorised under the AIFM Directive.
Procedure for marketing units or shares of AIFs
Instruction DOC-2014-03 Relevant on June 26, 2018
Instruction DOC-2014-03 describes the procedure for marketing AIFs in France. It also specifies the procedure for marketing in another European Union Member State of AIFs managed by a French asset management company authorised under the AIFM Directive.
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