Tag: CCI

CCI product summary template overview

Lewis Davison from Confluence will take you through the key design principles and elements of our CCI product summary template.

Testing, testing – CCI and the Consumer Duty

Intro The introduction of the UK Consumer Composite Investments (CCI) framework via PS25/20 represents a step-change in the design and delivery of fund disclosures. Gone are the rigid, regulatory-prescribed formats of old, in favour of a more flexible approach enabling asset managers, insurers and other in-scope product manufacturers to better tailor information delivery to end […]

FCA publishes final CCI rules

Almost a year since the initial consultation paper (CP24/30), and several months after the subsequent consultation paper (CP25/9), the FCA’s final Consumer Composite Investments (CCI) rules arrived via Policy Statement (PS25/20) on 8 December 2025. This starts the timer on a crucial shift in UK retail investment disclosures. There are many positive developments here that both simplify […]

Regulatory reform in focus: Preparing for the next wave of simplification

Explore our RegTech Reports. Your trusted source for essential insights into regulatory technology and industry updates. This curated collection of reports, blogs, and video series covers a wide range of topics, from upcoming regulatory changes to the latest technological advancements, helping you navigate the complexities of compliance with confidence.

FCA to review the consumer duty: What it could mean for asset managers

In her Mansion House speech on 15 July 2025, Chancellor Rachel Reeves announced that the Financial Conduct Authority (FCA) will carry out a targeted review of the Consumer Duty, introduced in 2023. The review will focus specifically on its impact on wholesale firms and the application of obligations to professional client relationships. This initiative is […]

FCA proposes key simplifications under CCI framework in latest consultation (CP25/9)

On 16 April 2025, the FCA published a subsequent consultation (to CP24/30) on certain specific provisions under the incoming CCI framework (CP 25/9), which runs through to 28 May 2025. Within the same update, the FCA indicates that it expects to publish the final rules via a policy statement in late 2025. As such, if we […]

FCA’s CCI framework: what you need to know

The framework applies to both manufacturers and distributors of a wide range of investment products