Sub-paragraph 1: Freedom of establishment

I. – Any portfolio management company governed byArticle L. 532-9 which, having its registered office in mainland France, Guadeloupe, French Guiana, Martinique, La Réunion, Mayotte and Saint-Martin, wishes to establish a branch in another Member State of the European Union or another State party to the Agreement on the European Economic Area in order to manage an authorised UCITS or provide investment services in accordance with Directive 2009/65/EC of the…

I. When a portfolio management company plans to change any of the factors mentioned in 2°, 5° and 6° of II of Article D. 532-20 or any of the assessment factors communicated to the Autorité des marchés financiers, it shall notify the Autorité des marchés financiers at least one month before the change is made. The Autorité des marchés financiers will inform the host state authority that has been designated…

I. – A portfolio management company referred to in I of Article L. 532-25-1 that intends to establish a branch for the first time in another Member State of the European Union or in another State party to the Agreement on the European Economic Area shall send the Autorité des marchés financiers documentation containing the following information: 1° The State in which it intends to establish a branch ; 2°…