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Policy II - Investment products A guide to drafting collective investment marketing materials and distributing collective investments
Segment information
Position - Recommendation DOC-2011-24
Relevant on January 3, 2019
Reference texts
Abstract
This guide outlines the behaviours to be adopted and the bad practice which is prohibited when drafting CIS marketing materials and when distributing CIS (general principles, communication on financial indexes and strategy, etc.). These provisions cover structured funds, index funds, funds using Constant Proportion Portfolio Insurance (CPPI) strategies, SOFICAs, real-estate funds and authorised venture capital funds.
Guide to drafting CIS marketing materials and distributing CISs
Position , Recommendation DOC-2011-24 Applicable from December 7, 2012 to January 7, 2015
This guide outlines the behaviours to be adopted and the bad practice which is prohibited when drafting CIS marketing materials and when distributing CIS (general principles, communication on financial indexes and strategy, etc.). These provisions cover structured funds, index funds, funds using Constant Proportion Portfolio Insurance (CPPI) strategies, SOFICAs, real-estate funds and authorised venture capital funds.
Guide to drafting CIS marketing materials and distributing CISs
Position , Recommendation DOC-2011-24 Applicable from January 8, 2015 to July 22, 2015
This guide outlines the behaviours to be adopted and the bad practice which is prohibited when drafting CIS marketing materials and when distributing CIS (general principles, communication on financial indexes and strategy, etc.). These provisions cover structured funds, index funds, funds using Constant Proportion Portfolio Insurance (CPPI) strategies, SOFICAs, real-estate funds and authorised venture capital funds.
Guide to drafting CIS marketing materials and distributing CISs
Position , Recommendation DOC-2011-24 Applicable from July 23, 2015 to November 25, 2015
This guide outlines the behaviours to be adopted and the bad practice which is prohibited when drafting CIS marketing materials and when distributing CIS (general principles, communication on financial indexes and strategy, etc.). These provisions cover structured funds, index funds, funds using Constant Proportion Portfolio Insurance (CPPI) strategies, SOFICAs, real-estate funds and authorised venture capital funds.
Guide to drafting CIS marketing materials and distributing CISs
Position , Recommendation DOC-2011-24 Applicable from November 26, 2015 to March 13, 2016
The version of this document is not available in English
Guide to drafting CIS marketing materials and distributing CISs
Position , Recommendation DOC-2011-24 Applicable from March 14, 2016 to May 25, 2016
The version of this document is not available in English
Guide to drafting CIS marketing materials and distributing CISs
Position , Recommendation DOC-2011-24 Applicable from May 26, 2016 to January 11, 2017
This guide outlines the behaviours to be adopted and the bad practice which is prohibited when drafting CIS marketing materials and when distributing CIS (general principles, communication on financial indexes and strategy, etc.). These provisions cover structured funds, index funds, funds using Constant Proportion Portfolio Insurance (CPPI) strategies, SOFICAs, real-estate funds and authorised venture capital funds.
Guide to drafting CIS marketing materials and distributing CISs
Position , Recommendation DOC-2011-24 Applicable from January 12, 2017 to December 31, 2017
This guide outlines the behaviours to be adopted and the bad practice which is prohibited when drafting CIS marketing materials and when distributing CIS (general principles, communication on financial indexes and strategy, etc.). These provisions cover structured funds, index funds, funds using Constant Proportion Portfolio Insurance (CPPI) strategies, SOFICAs, real-estate funds and authorised venture capital funds.
Guide to drafting CIS marketing materials and distributing CISs
Position , Recommendation DOC-2011-24 Applicable from January 1, 2018 to January 21, 2018
This guide outlines the behaviours to be adopted and the bad practice which is prohibited when drafting CIS marketing materials and when distributing CIS (general principles, communication on financial indexes and strategy, etc.). These provisions cover structured funds, index funds, funds using Constant Proportion Portfolio Insurance (CPPI) strategies, SOFICAs, real-estate funds and authorised venture capital funds.
Guide to drafting CIS marketing materials and distributing CISs
Position , Recommendation DOC-2011-24 Applicable from January 22, 2018 to January 2, 2019
This guide outlines the behaviours to be adopted and the bad practice which is prohibited when drafting CIS marketing materials and when distributing CIS (general principles, communication on financial indexes and strategy, etc.). These provisions cover structured funds, index funds, funds using Constant Proportion Portfolio Insurance (CPPI) strategies, SOFICAs, real-estate funds and authorised venture capital funds.
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