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ARTICLE · 14 MARCH 2025

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AMF Reporting On Non-Financial Criteria

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Historically, non-French managers of non-French UCITS authorised for marketing in France were required to file a form for the marketing in France of a Foreign UCITS or UCITS sub-fund that wishes...

FranceFinance and Banking
Emma Conaty
Emma Conaty
Clare McIntyre
Clare McIntyre
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The Autorité des marchés financiers ("AMF") has launched a new ROSA platform. While the ROSA platform is currently only open to managers who manage French funds, we understand that access will be extended to all non-French managers in due course.

Background

Historically, non-French managers of non-French UCITS authorised for marketing in France were required to file a form for the marketing in France of a Foreign UCITS or UCITS sub-fund that wishes to make non-financial criteria a key aspect of communication (Annex XX to AMF Position 2011-19) with the AMF (the "ESG Notification Form").

A New ROSA Platform

In March 2024 the AMF launched a new ROSA platform for the filing of this information, which replaced the ESG Notification Form. However, the ROSA platform is currently only open to French managers and non-French managers who manage French funds.

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