General Regulation

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Calculation of global exposure for authorised UCITS and AIFs

Relevant on June 26, 2018

This instruction presents the methods for calculating global exposure of authorised UCITS and AIFs. After going over the scope of application, perimeter and definition of the global risk of an authorised UCITS or AIF, the instruction explains the commitment calculation approach (conversion methods, netting and hedging rules, specific provisions for interest rate derivative instruments and structured funds, etc.) and the Value at Risk (VaR) method.

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Procedure for marketing units or shares of AIFs

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.

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Conditions for setting up redemption gate mechanisms

Relevant on March 15, 2017

Instruction DOC-2017-05 specifies procedures for setting up gates in UCITS, retail investment funds, private equity funds, professional private equity investment funds and employee investment schemes.

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Securitisation vehicles

Relevant on July 23, 2015

AMF Instruction DOC-2011-01 details the requirements and procedures for obtaining approval of a prospectus and the methods for marketing financial securities issued by a securitisation vehicle. These details also apply to the contents and distribution requirements for the prospectus and periodic information.

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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