UK Consumer Composite Investment (CCI) Framework

Transform regulatory complexity into market opportunity

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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.

How FE fundinfo Supports CCI Compliance

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 Fund 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.

Automated gap analysis

UK CCI Compliance: AI Document Inspector

Get ahead of UK CCI with automated document checks, identifying where you meet the requirements and highlighting gaps for you to prioritise your efforts. UK CCI represents a major transition from PRIIPs and UCITS disclosure. Reduce dependencies on manual, time consuming audits, and error prone checks with our Document Inspector so you can focus on more strategic tasks.

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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 rules aim to simplify the pre-sales information provided to investors by focussing 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 were disclosure quality influences fund selection.