UCITS and, in principle, the management of hedge funds are subject to approval as an investment management company. The administrative authorization period is three months, with the possibility of a three-month extension. In practice, the average admission time for the AMF is slightly more than two months. The actual duration depends on the quality of the demand. The AMF does not collect royalties for the approval of a portfolio management company. This means you don`t have to pay a fee to the AMF to set up your management company. Once your application has been completed, the AMF will review it and submit it to the AMF Board of Directors, which is responsible for granting the first authorization to an asset management company. At this point, the AMF may need to discuss some of the details of the application with the company. The quality and timeliness of the responses provided can affect the time it takes to process the application. Finally, the application for authorization includes eight additional forms (annex 1-2 to 1-9 of the DOC-2008-03 statement) corresponding to the categories of instruments you wish to deal with as part of your management activities. As a global leader in providing services to the investment management sector, Deloitte`s investment management practice offers global resources and skills with a local presence, providing a clear understanding of each client`s specific market and mode of activity. Discover the H2O product line, which consists of absolute and relative performance strategies.
H2O products typically offer daily liquidity and long/short strategies, as well as active currency management. H2O products may present a high risk and may not be suitable for all investors. Before you make an investment, you need to carefully assess your investment goals, level of experience and appetite for risk. You may experience a loss of some or all of your initial investment. In particular, the AMF will review the work schedule required for each activity or service you wish to perform or provide. To prepare for operations, please see our guide to preparing the required trading program for investment management companies (AMF Position/Doc Recommendation-2012-19). Would you like to hire a French company for asset management services? Here you will find useful information to help you prepare your application for registration or registration. You should also check, before your presentation, whether the planned activity should be approved.
It is possible to manage alternative FONDS without being approved as a portfolio management company. The application model for accreditation is included in the AMF DOC-2008-03 (Annex 1-1) instruction entitled “Accreditation Procedures for Investment Management Companies, Advertising Bonds and Passing.” The application also contains a list of annexes, including: 1. If you are a legal entity that manages only the “other AAFs” that meet the following criteria: The conditions of the authorisation procedure and the exchange of information with the AMF are included in the AMF DOC-2008-03 statement. The performance figures on this website refer to past performance. Please note that past performance is not a reliable indicator of future results. Deloitte organizes een webinar voor de pensioensector waarin current onderwerpen zoals het pensioenakkoord worden belicht voor pensioenfondsen en -uitvoerders. Before your application for permission is formally submitted, contact the AMF to arrange a meeting to present your project. This phase is not mandatory, but it is recommended to allow for prior discussion and effective treatment of any difficulties or areas of complexity related to the application.
Click on this link for the latest available NAV. All you have to do is register with the AMF, in accordance with the AMF DOC-2013-21 instruction. Deloitte adviseert u op het gebied van pensioen en gerelateerde arbeidsvoorwaarden.