Regulatory Documents

Presentation of all regulatory documents

Regulatory Documents

The application of MiFID directive

  • 2023-04-28
    2023 - Rapport RTS28 - Amundi Intermédiation
  • 2023-12-31
    2023 - Best Selection and Execution Policy - Amundi
  • 2010-01-01
    2020 - Financial instruments and their risks - Amundi
  • 2010-01-01
    2010 - Customers qualification - Amundi
  • 2024-02-08
    2024 - Conflict of interest prevention and management policy - Amundi
  • 2024-02-09
    2024 - Complaints Handling Policy - Amundi
  • 2023-12-14
    2023 - Selection and execution policy - Amundi Intermédiation
  • 2023-12-14
    2023 - Conflict of interest prevention and management policy - Amundi Intermediation
  • 2024-05-02
    2024 - Report of Amundi Intermediation - Top 5 counterparties

Engagement report

Voting policy

Application of ESMA guidelines

  • 2020-07-22
    2020 - Counterparty risk - Collateral Risk Management Framework - Amundi

Remuneration policy

  • 2024-01-31
    2024 - Remuneration Policy - Amundi Group
  • 2024-01-31
    2024 - Politique de Rémunération - Annexe CRD V - Amundi
  • 2024-01-31
    2024 - Remuneration Policy - Addendum CRD V - Amundi Group

Anti-corruption policy

SFDR (Disclosure Regulation) & Taxonomy Regulation

  • 2023-12-07
    Sustainable Finance Disclosure Statement - Amundi
  • 2023-11-28
    Global Responsible Investment Policy - Amundi

Energy and Climate Law

  • 2024-05-07
    2023 - Activity Reports Climate Solutions - Amundi

UK's fight against modern slavery

Regulations on cross-border fund distribution

  • 2021-08-02
    2021 - Cross-Border Fund Distribution Regulation - Amundi

Market soundings

Class actions

  • 2015-11-24
    2020 - Policy regarding class action suits - Amundi

Anti-money laudering and counter-terrorism financing

Corporate social responsability

Universal registration document

Other Documents

  • 2024-06-24
    2022 Operating Principles for Impact Management
  • 2024-06-28
    2023 - Climate Sustainability Report - Amundi
  • 2024-01-23
    2023 - PRI Assessment Report - Amundi
  • 2024-01-23
    2023 - PRI Transparency Report - Amundi
  • 2022-10-19
    2021 - PRI Amundi Climate Transparency Report - Amundi
  • 2021-02-25
    Sustainable Investments | Guide to the new regulatory framework
  • 2023-08-04
    2022 - Amundi responsible investor report - Real Asset - Amundi
  • 2023-08-04
    2022 - Responsible Investor Charter - Real Asset - Amundi
  • 2024-06-30
    2023 - Summary Translation - PAI
  • 2024-06-30
    2024 - Statement on principal adverse impacts of investment decisions on sustainability factors - Amundi Private Equity Funds - EN
  • 2024-06-30
    2024 - Statement on principal adverse impacts of investment decisions on sustainability factors - Amundi Real Assets - EN
  • 2024-06-30
    2024 - Statement on principal adverse impacts of investment decisions on sustainability factors - Amundi Transition Energétique - EN
  • 2024-05-07
    2023 - Activity Climate Related Research - Amundi (English Version)
  • 2024-05-07
    2023 - Activity Report Climate Solutions - Amundi (English Version)