UK Consumer Composite Investment (CCI) Framework

Transform regulatory complexity into market opportunity

The CCI deadline is closer than it looks

The FCA's Consumer Composite Investments framework replaces PRIIPs and UCITS KIIDs for all products sold to UK retail investors. The mandatory deadline is approaching fast on 8 June 2027, with the implementation window is closing. This is not a template update. Calculation engine, data feed, and document production workflow needs to be reviewed and rebuilt.

Is your current provider actually ready?

Many investment managers assume their existing vendor will handle the CCI transition. Not all of them will. Ask your provider these questions now.

Is your provider ready to support firms in building UK CCI product summaries that align with the regulation from 6 April 2026

Is the new 1 to 10 risk scale calculated over 10 years of weekly prices built and tested?

Are all five cost categories disclosed in both percentage and GBP, including an illustrative example of any performance fees?

Is past performance displayed as a 10-year cumulative line graph, with at least one monthly data point, based on a £10,000 hypothetical investment?

Is both per-share-class and representative share class production supported?

Can providers support both UCITS KIID and CCI Product Summary production and dissemination until all funds have fully transitioned to UK CCI

Is there a clear onboarding timeline that gets you live before 8 June 2027?

Does your provider have the regulatory expertise to prepare for requirements that are not yet fully defined, such as the machine-readable data requirement?

If you cannot check every box, you may be less ready than you think.

Improve efficiency with our AI powered tools

UK CCI represents a major operational transition from PRIIPs and UCITS disclosure. Our AI powered tools give you full control over how you manage it. They take on the manual, time consuming checks, so your team can direct its judgement and final say to where it matters most, not where the process forces it.

Document Inspector

Document Inspector turns document review from a slow, error-prone manual task into fast, accurate document production . Compliance and middle office teams get confidence that every document has been checked for completeness, consistency and quality, with a clear audit trail behind every flag.

Reviewers can focus their judgement on the documents that need attention, enabling time efficiency and helping them focus on strategic decision-making tasks Every decision still stays with your team. Document Inspector simply helps you direct your time to where it matters.

Narrative Generator

Narrative Generator helps investment managers meet the scale of UK CCI's regulatory demands. Embedded within your onboarding process, you have the option to use AI to generate consistent, source verified narrative drafts. Final review and approval stay firmly in your team's hands.

Evidence every calculation behind your disclosures

Investment managers are under growing pressure to evidence how every regulatory figure is derived. Calculation Centre, a Nexus module, lets you view and reconcile your calculations, not just the output but the methodology and evidence behind it.

Calculation Centre for UK CCI is live today, with methodology, downloadable Excel and whitepaper delivery available now, giving you an end-to-end view of UK CCI regulatory document production. Compliance and risk teams can evidence every figure to auditors and boards without manual reconstruction, and the same transparency extends as further regulations follow.

Speak to Regulatory Specialists

Our regulatory team has guided asset managers through every major disclosure regulation of the past decade. We understand the practical challenges of implementation and can help you build an approach that balances compliance, efficiency, and investor outcomes.

Speak to an Expert

FE fundinfo is ready — we are already onboarding clients

Our solution is live. We are already onboarding investment managers through the CCI transition, with templates available from 6 April 2026 and a calculation engine tested against the full FCA methodology. For existing Nexus clients, CCI sits within your current workflow. Same platform, same team, no disruption. For new clients, our onboarding process is built to get you into production ahead of the deadline.

With 30 years of regulatory expertise across MiFID II, PRIIPs and UCITS, we have guided investment managers through every major disclosure transition of the past three decades. Our regulatory team tracks the FCA's developing position on CCI closely. Where requirements have been confirmed but not yet formally published, we build them into the solution ahead of time, so you are never caught out by last-minute changes. The firms working with us are already in build and test. If you are still in the assessment phase, the time to move is now.

How FE fundinfo supports CCI transition

UK Consumer Composite Investments (CCI) Framework: Transform regulatory complexity into market opportunity

The FCA's Consumer Composite Investments regulations reshape how investment product disclosures are made to UK retail investors. Are you ready?

The CCI framework represents the most significant shift in UK retail disclosure since PRIIPs. For asset managers, this isn't just another compliance exercise. It's a chance to modernise disclosure practices and strengthen investor engagement.

We’ve spent three decades helping asset managers navigate regulatory changes. Our solution combines regulatory expertise, data integrity, and production technology to deliver compliant outcomes without overloading your teams.

FE fundinfo's Nexus platform connects end-to-end workflows through a single source of trusted data.

Regulatory Document Production

Automate the creation of CCI-compliant disclosures with validated data, embedded regulatory logic, and flexible template design. Our platform handles data ingestion, validation, calculation, and document generation. Delivering audit-ready outputs that meet FCA standards.
Registration & Filing

Submit CCI disclosures to the FCA through our secure, collaborative platform. Track submission status, access regulatory feedback, and maintain oversight of the complete filing workflow.
Global Funds Distribution

Producing compliant documents is only half the equation. Ensure your CCI disclosures reach platforms and distributors through our established dissemination network.
Data Integrity & Product Data Mastering

CCI compliance depends on accurate, consistent fund data. Our Product Data Mastering solution creates a single source of truth, validated at ingestion and maintained across all downstream workflows.
Regulatory specialists to identify CCI implementation gaps

Our regulatory team has guided asset managers through every major disclosure regulation of the past decade. We understand the practical challenges of implementation and can help you build an approach that balances compliance, efficiency, and investor outcomes.

Speak to Regulatory Specialists

Speak to an Expert

What's changing?

The Regulations give firms greater discretion in determining customer information needs while being accountable for clarity and accessibility. The framework builds on the UK’s Consumer Duty principles, requiring disclosures that retail investors can easily understand and use.

The challenge: delivering compliant, clear communications that work for retail investors across for all products sold into the UK retail market, while managing production timelines, and regulatory filing obligations.

The UK CCI regime requires product summaries to cover three key areas:

Costs and charges – To demonstrate the impact of a product’s cost on investor returns
Risk and reward – Introducing a new 1-10 risk scale to help investors understand whether products are suitable
Past performance – Reintroducing past performance disclosures to inform investors about a product’s historical behaviour.

Learn more about what’s changing by downloading our UK CCI guide.

Why this matters for your business

The shift to UK CCI carries real consequences for your business across three areas. Firms that miss the June 2027 deadline risk losing access to the UK retail investor market. Fragmented production systems slow your teams down and increase the likelihood of errors at precisely the moment accuracy matters most. Investment managers who get compliance right, build stronger investor confidence.

Regulatory risk

Non-compliance carries regulatory, reputational and financial consequences. Firms who do not comply by the June 2027 deadline will no longer be able to market their products to UK retail investors, regardless of the product’s domicile. The CCI framework demands disclosure accuracy made in plain English to enable investors to make the correct choice when taking an investment decision.
Operational efficiency

Fragmented document production systems create bottlenecks, increase error rates, and make it difficult to respond quickly to regulatory feedback or market changes.
Market opportunity

Clearer, more accessible disclosures can differentiate your funds, improve investor confidence, and support distribution growth.