1 - Collective investment schemes (CISs), II. Action 7 of the action plan calls for clarifying institutional investors’ and asset managers’ duties. 4.1. Specific provisions applicable to CISs open to all subscribers, II. Sustainability-related disclosure in the financial services sector, This site is managed by the Directorate-General for Communication, action plan on financing sustainable growth, proposal for a regulation on disclosures relating to sustainable investments and sustainability risks, Aid, Development cooperation, Fundamental rights, Follow the European Commission on social media. It lays down sustainability disclosure obligations for manufacturers of financial products and financial advisers toward end-investors. The disclosures regulation was adopted by co-legislators in spring 2019 and was published on 9 December 2019 in the Official Journal. The Disclosures Regulation imposes new disclosure obligations on asset managers and financial advisers in respect of sustainability, to make it easier for end-investors to make informed investment choices. 1.3.4. 1.3.2. The AMF provides a number of key insights on the consultation of the European Supervisory Authorities (ESAs) on the draft RTS related to the Disclosure Regulation. 1.1. Transfer of a company from a market to another, I. It is already in force but will apply from 10 March 2021. The reason is that investment decisions and financial advice might cause, contribute to or be directly linked to negative material effects on environment and society, regardless of whether the investment strategy pursue a sustainable objective or not, such as investments in assets that pollute water or devastate bio-diversity, to ensure the sustainability of investments. 1.3.3. Major assets disposal and acquisition, II. Relationships with the statutory auditors, I. Major holding notification, letter of intent and change in intent, 1.5.1. 1.1.5. Specific provisions applicable to securitisation vehicles, III. Article 7(3) of the Securitisation Regulation directs ESMA to develop draft RTS and Implementing Technical Standards (“ITS”) to specify the information that the reporting entity shall provide in order to comply with their reporting obligations. The Draft Disclosure Technical Standards Legislative Basis of the Disclosure Technical Standards. It consists of a directly applicable regulation introducing additional disclosure requirements to the existing elements of relevant sectoral legislations (AIFMD, UCITS, Solvency II, IDD and MiFID II), via a self-standing text (lex specialis) providing full harmonization, cross-sectoral consistency and regulatory neutrality. asset managers, institutional investors…, all entities offering financial products where they manage clients’ money) and financial advisers in all investment processes and for financial products that pursue the objective of sustainable investment. The Commission put forward the action plan on financing sustainable growth in March 2018. 1.2. vCardvCard, philippa.list@dechert.com Email The draft RTS sets out a number of transparency requirements imposed on market participants, at entity level as well as on the products they market, regarding the taking into account of sustainability factors in their investment decisions and/or in the advice they provide. 2 - Specific provisions applicable to certain products, V. 1 - Regulated market and multilateral trading facilities, V. 2 - Central depositories, clearing houses, payment and settlement systems, Overview of the main provisions of the draft RTS currently undergoing consultation related to the Disclosure Regulation, The AMF and the ACPR publish their first report on the monitoring and evaluation of financial institutions’ coal policies, Coal policies of Paris financial centre participants (banks, insurers, asset managers): first joint ACPR/AMF monitoring and evaluation report, AMF's response to the European public consultation on the new EU-Green Bond Standard, Create an investment management company in France, Develop your investment management company, Make my reporting, notifications and disclosure, File financial and non-financial disclosures, Financial Investment Advisor status (FIA), Public consultation on the draft RTS relating to the Disclosure Regulation, Annual reports and institutional publications, Information obligations of listed companies, DOC-2013-08 Pro forma financial information. The European Commission followed through on this action in May 2018 with a proposal for a regulation on disclosures relating to sustainable investments and sustainability risks and amending Directive (EU) 2016/2341. Information from senior managers, I. 1.3.5. Merci de désactiver le bloqueurs de pub pour visualiser cette vidéo. whether financial market participants and financial advisers consider negative externalities on environment and social justice of the investment decisions/advice and, if so, how this is reflected at the product level. General rules and common provisions, I. 1.3. [#Supervision2022] #Gestion d’actifs : retrouvez la synthèse des #contrôles SPOT sur les modalités d’externalisatio… https://t.co/YI3vEhRM4v, BDIF - Decisions and financial disclosures database, GECO - Savings products & management companies database.