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Adding AMF Credentials to Filing Manager

Updated over a week ago

Overview

This guide is meant to ensure the Filing Manager is correctly configured to communicate with the AMF portal.

How to Update Credentials to Filing Manager

Add and save your AMF user credentials in the Filing Manager AMF screen by clicking the menu cog icon on the far right side.

We expect the password to consist of only digits.

Company name for AMF filings

For FM France filings, Filing Manager uses the Company Name configured under Entities/Portfolios >> Forms Properties >> Company Details.
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This should match the company name in the AMF portal. If it does not, add the matching name under Entities/Portfolios >> Forms Properties >> France >> CompanyNameAMFFR.
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CompanyNameAMFFR is only used for FM France filings.

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