Compliance with FCA's Consumer Composite Investments Regime

Introduction

The Consumer Composite Investments (‘CCI’) Regime is the UK’s new regulatory framework for retail disclosure for investment products. It is intended to replace the existing UK PRIIPs KID, UCITS KIID and NURS KII. It aims to provide consumers with clearer, more useful information when making investment decisions. The rules come into force on 8 June 2027, aligning disclosure requirements more closely with the Consumer Duty and modern retail investment distribution.

The regime applies to a broad range of retail products, including funds, structured products, and certain insurance-based investments, improving comparability whilst allowing firms flexibility in presenting information. Firms must produce a ‘Product Summary’, combining required disclosures with more flexible presentation than current regimes.

This 30-minute webinar explains the CCI rules, practical implications, and how firms should prepare. It is ideal for lawyers, FCA-regulated professionals, and financial services practitioners.

What You Will Learn

This short webinar will cover the following:

• The FCA’s ambitions for the new regime (including aims and context)
• The scope of the CCI (which products and parties are caught by the new regime)
• The disclosure requirements (the ‘Product Summary’ and ‘Core Information’ disclosures)
• Costs disclosures
• Risk and reward disclosures
• Past performance disclosures
• The role of the manufacturer and distributor and obligations on each
• Close-ended investments funds and how they are impacted by the new regime
• Timeline
• Practical implications

This pre-recorded webinar will be available to view from Monday 29th June 2026

Alternatively, you can gain access to this webinar and 2,300+ others via the MBL Webinar Subscription. Please email webinarsubscription@mblseminars.com for more details.