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Publications - Personal finances

Consult the list of brochures and leaflets available from the Autorité des marchés financiers. You can download them, or order them free of charge by contacting the Information Centre.

 

Reviewing Your Personal Finances

  • Have you recently reviewed your personal finances?
  • How much do your debts, savings and investments amount to?
  • Have you taken the time to identify all your sources of income
    and your expenses?
  • Have you set specific savings and investment objectives?
     

 

Choosing Investments

  • What type of investment are you interested in (stocks, bonds, etc.)?
  • Are the amount invested and the return guaranteed?
    If so, who is providing the guarantee?
  • What are the conditions for cashing in your investment?

Choosing an Investment Dealer or Representative

 

Choosing an Investment Dealer or Representative

  • Is the representative who proposed an investment authorized to sell such a product?
    How is this person paid (commission, salary, etc.)?
  • Would you know how to go about choosing a representative?
  • Do you know how to benefit from the expertise of the representative you are currently dealing with?

Are you a first-home buyer?

Home Buyers' Plan (HBP)

It is important to fully understand the impact of the Home Buyers' Plan (HBP) on your retirement financial planning. The AMF offers you the brochure Benefit from the HBP while staying on course for retirement!, produced in cooperation with the Question Retraite.

 

Brochure La confiance, ça se mérite!

 

Trust must be earned!

If you’re about to seek assistance for the management of your affairs, this new guide is for you. It will help you choose a professional and avoid misunderstandings when assigning a mandate and giving a power of attorney.

 

My first credit card, I'm taking chargeNew!

What a new credit card user should know:

  • When will I pay interest fees?
  • What is a credit report?
  • Shopping for a credit card, managing expenses and paying bills.
  • For good measure: Examples to better understand how a credit card works.

For more information, visit Tesaffaires.com, the AMF youth website.