UK CCI transition readiness: a plan for running parallel disclosures

As the deadline of 8 June 2027 for the FCA's Consumer Composite Investments (CCI) Regulations approaches, investment managers still feel that there is a lack of clarity in certain areas, which requires further interpretation.

From 6 April 2026, firms can choose to adopt the new CCI product summary or continue with their existing PRIIPs KID or UCITS KIID, and this optional transition period runs until the regime becomes mandatory. For compliance and operations teams, that means managing dual regulatory document production.

Why parallel running is unavoidable

Funds already marketed under PRIIPs or UCITS rules will not switch to UK CCI overnight. Manufactures can choose their own transition point within the window, which means teams may be maintaining UCITS KIIDs and building UK CCI product summaries for the same share classes.

What a phased transition plan should cover

Document inventory: which share classes need to produce UK CCI
Data requirement: Do you have complete data history for 10 years to produce UK CCI? If not, has a proxy been determined to use?
Review capacity: whether compliance and product teams have the reviewer hours to sign off two document sets without extending turnaround times.

Where does the challenge lie?

Most of the pressure sits in managing and maintaining data. Cost disclosures and risk scoring calculations differ enough between PRIIPs and UK CCI that a like-for-like copy is not possible. Firms that automate the calculation layer, rather than duplicating manual work across both formats, are the ones keeping parallel running manageable.

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.

To learn more about UK CCI, book a meeting to speak with our expert today

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