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Adding AMF Credentials to Filing Manager

Updated over 3 weeks ago

Overview

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

How to Update Filing Manager Credentials

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 input from the CompanyName field that's configured under Portfolios & Entities > 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 Portfolios & Entities > Forms Properties > France > CompanyNameAMFFR.
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The CompanyNameAMFFR field is only used for FM France filings.

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