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.

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 across all levels of investor understanding for all products sold into the UK retail market, while managing production timelines and regulatory filing obligations.

The rules aim to simplify the pre-sales information provided to investors by focusing on:

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

Why This Matters for Your Business

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—particularly in advised and platform channels where disclosure quality influences fund selection.

Your CCI Implementation Path

With the clock ticking on an 18 month transition period, firms can opt to adopt the new requirements from 6 April 2026, with the final compliance deadline being 8 June 2027.

The regulatory timeline is compressed. Firms that begin planning now will have capacity to test, refine, and implement without last-minute pressure.

Now – Q2 2026

Assessment & Planning

Review your current disclosure production model, identify gaps against anticipated CCI requirements, and determine which processes need enhancement or replacement.

Q2 – Q4 2026

Build & Test

Configure templates, establish data feeds, test production workflows, and ensure distribution channels are ready for new document formats.

Q4 2026 Onwards

Operate & Optimise

Go live with CCI-compliant disclosures, monitor regulatory feedback, and iterate based on investor testing and FCA guidance.

Our approach

We've spent three decades helping asset managers navigate regulatory change—from MiFID II and PRIIPs to Consumer Duty and now CCI. Our approach combines regulatory expertise, data integrity, and production technology to deliver compliant outcomes without overloading your teams.

Regulatory Intelligence

Our team monitors FCA consultations, policy statements, and industry working groups to interpret requirements and flag implications for your business. We translate regulatory complexity into actionable implementation plans.

Data-Driven Accuracy

CCI compliance starts with data quality. Our platform validates fund data at source, applies automated checks, and maintains an audit trail across the production cycle—reducing manual review time and minimising regulatory risk.

Scalable Production

Whether you're producing documents for 10 funds or 1,000, across one market or multiple jurisdictions, our platform scales to meet demand. Automated workflows, template management, and version control ensure consistency and speed.

Seamless Distribution

Producing compliant documents is only half the equation. Our dissemination network ensures your CCI disclosures reach platforms, distributors, and regulatory authorities on time, with full tracking and confirmation.

Identify your 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.

Book Your CCI Readiness Assessment →

How FE fundinfo Supports CCI Compliance

Your CCI implementation touches multiple aspects of your operating model. FE fundinfo's Nexus platform connects these 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 Fund Distribution

Ensure your CCI disclosures reach platforms and distributors through our established dissemination network.

Nexus AI

Layer intelligence onto your regulatory workflows with our Document Inspector with automated compliance checks against 600+ UK CCI rules, flagging gaps and inconsistencies before submission. Nexus AI helps compliance teams automate document checks, surface missing data, and respond faster to regulatory queries—reducing risk and freeing capacity for strategic work.

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.

Speak to Regulatory Specialists