The CCI Countdown: Are you ready? Inside the Product Summary Document process

11 months to go: The CCI transition is gathering pace. Access this webinar to receive the latest industry news and understand the Product Summary Document process from initial scope to delivery and dissemination.

The window to get onboarded is looming. The FCA's deadline of 8 June 2027 leaves less than a year for firms still assessing their approach to the Product Summary Document.

This webinar brings together all of the work undertaken to get FE fundinfo’s CCI solution to where it is today. The session covers everything from the template build and calculation methodology to the onboarding journey for clients, current industry intelligence on outstanding matters, and the new UK MiFID consultation.

Join our experts, Regulatory Manager Helen Slater, Product Manager Laura Larriba, and Director – Market Specialist Alexander Looijen, to learn:

✅ How the product summary template was built and how it is being validated

✅ The product options, conditional logic and bespoke elements available within the template

✅ Our current position on calculations and the operational blockers we have addressed

✅ The full onboarding journey: statement of work, what we need from you, templating and production

✅ What delivery looks like once your documents are produced

✅ Where the regulatory position is still developing, including EMT and EPT, and how we are preparing ahead of formal FCA publication

Available On-demand - Request access now!