Understanding the UK Consumer Composite Investments (CCI) Framework

The latest guide to navigating the FCA's proposed changes to retail investment product disclosure

EXECUTIVE SUMMARY

The Importance of the UK CCI Framework

For manufacturers and distributors of retail investment products, understanding the new UK CCI framework is crucial for compliance and strategic growth. Our guide is your essential resource for navigating these significant regulatory changes.

The Financial Conduct Authority's (FCA) consultation paper CP24/30 introduces a comprehensive overhaul of retail investment product disclosure through the new Consumer Composite Investments (CCI) framework. This initiative represents the most significant change to product disclosure requirements since the introduction of PRIIPs KIDs and affects all investment products marketed to UK retail investors.

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UK CCI Guide

Scope and Compliance Requirements
- Understand which manufacturers and distributors must comply with the new UK Product Summary rules.
- Learn about the products in scope and those excluded from the CCI framework
Role of Distributors

Discover how distributors can enhance their role in the sales process by tailoring product summaries for their investor base
Pre-sales and Post-sales Requirements

Get insights into the pre-sales and post-sales requirements for distributing CCIs, including the provision of up-to-date Product Summaries
Core Product Information

Explore the key content areas required in the Product Summary, including product characteristics, costs and charges, risk and reward, and performance
Risk and Reward

Understand the transition to a new risk scale and the implications for risk assessment methodologies
Past Performance

Learn about the new requirements for displaying past performance data and the challenges associated with these changes.
Key Challenges and Next Steps

Identify the key challenges posed by the new UK CCI consultation and what to expect in the coming months.