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Fund Factsheet Insights

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May62025
Fund DocumentsRegulatory Insights Blog Series 3 An Overview of Past Performance Proposals

Blog Series 3: An Overview of Past Performance Proposals

Fund Documents, Regulatory InsightsBy Trevor Dempster6 May 2025

Explore the FCA’s proposals for past performance disclosures in the new Consumer Composite…

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Apr282025
Fund DocumentsRegulatory Insights Blog Series 2 CCI Risk and Reward Metric

Blog Series 2: CCI Risk and Reward Metric

Fund Documents, Regulatory InsightsBy Trevor Dempster28 April 2025

Understand the FCA’s proposed Risk and Reward Metric (RRM) under the new Consumer…

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Apr252025
Fund DocumentsRegulatory Insights Blog Series 1 An Overview of Cost Proposals for Consumer Composite Investments (CCI)

Blog Series 1: An Overview of Cost Proposals for Consumer Composite Investments (CCI)

Fund Documents, Regulatory InsightsBy Trevor Dempster25 April 2025

Explore the implications of cost disclosures under the new Consumer Composite Investments (CCI)…

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Apr252025
Fund DocumentsRegulatory Insights Consumer Composite Investments: Your Guide to the FCA’s Consultation Papers

Consumer Composite Investments: Your Guide to the FCA’s Consultation Papers

Fund Documents, Regulatory InsightsBy Trevor Dempster25 April 2025

Discover the FCA’s proposed changes to investment product regulations in the UK with…

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Mar242025
Fund DocumentsRegulatory Insights

UCITS KIID & PRIIPs KID Re-Generation: The Latest on COVID-19 Volatility’s Unwinding

Fund Documents, Regulatory InsightsBy Trevor Dempster24 March 2025

Discover how the unwinding of COVID-19 volatility impacts UCITS KIIDs and PRIIPs KIDs…

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Sep272024
Fund DocumentsRegulatory Insights FCA Announces Plans to Reform Financial Services Retail Disclosure Requirements

FCA Announces Plans to Reform Financial Services Retail Disclosure Requirements

Fund Documents, Regulatory InsightsBy Trevor Dempster27 September 2024

On 19th September 2024, the Financial Conduct Authority (FCA) issued a statement outlining…

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Aug142024
Fund DocumentsRegulatory Insights Unwinding of COVID Chaos_ Anticipated Mass KIID_KID Re-Generation in Mid-2025

Unwinding of COVID Chaos: Anticipated Mass KIID/KID Re-Generation in Mid-2025

Fund Documents, Regulatory InsightsBy Trevor Dempster14 August 2024

The COVID-19 pandemic brought unprecedented volatility to global financial markets, leading to significant…

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Apr242024
Fund Documents

FinDatEx Releases Updated Version of EMT: What You Need to Know

Fund DocumentsBy Trevor Dempster24 April 2024

On April 22, 2024, FinDatEx announced the release of an updated version of…

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Mar282024
Fund Documents Key Updates Unveiled PRIIPs KID Proposal Insights!

Enhancing Transparency and Digitalisation: European Parliament Committee Proposals for PRIIPs KID Updates

Fund DocumentsBy Trevor Dempster28 March 2024

Discover the latest proposals from the European Parliament Committee for updating the PRIIPs…

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May112023
Fund DocumentsRegulatory Insights Navigating the UK Consumer Duty: Funds-Axis Now Supports EMT v4.1 Updates

Navigating the UK Consumer Duty Reporting: Funds-Axis Now Supports EMT v4.1 Updates

Fund Documents, Regulatory InsightsBy Trevor Dempster11 May 2023

Funds-Axis provides solutions to upcoming UK Consumer Duty Regime Last month, we reported…

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Apr182023
Fund DocumentsRegulatory Insights UK Consumer Duty

Funds-Axis provides solutions to upcoming UK Consumer Duty Regime

Fund Documents, Regulatory InsightsBy Trevor Dempster18 April 2023

Stay ahead of regulatory changes with Funds-Axis Limited’s EMT solution, now updated to…

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Mar292022
Fund DocumentsRegulatory Insights FCA finalises changes to UK PRIIPs regime

FCA finalises changes to UK PRIIPs regime

Fund Documents, Regulatory InsightsBy Trevor Dempster29 March 2022

In July 2021, the FCA consulted (in CP21/23) on proposals to address the…

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Nov42021
Fund DocumentsRegulatory Insights FinDatEx consults on EPT V2 – what are the key changes

FinDatEx consults on EPT V2 – what are the key changes?

Fund Documents, Regulatory InsightsBy Trevor Dempster4 November 2021

With the publication of the updated European PRIIPs Template (EPT) for consultation, FinDatEx…

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Jul222021
Fund DocumentsRegulatory Insights I KID you not! FCA to ditch performance scenarios from PRIIPs KIDs

I KID you not! FCA to ditch performance scenarios from PRIIPs KIDs

Fund Documents, Regulatory InsightsBy Trevor Dempster22 July 2021

Of all the new regulations we have seen over the last few years,…

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Feb82021
Fund DocumentsRegulatory Insights

Refresher Series: UCITS KIIDs

Fund Documents, Regulatory InsightsBy Trevor Dempster8 February 2021

UCITS IV requires UCITS to make an updated KIID available to investors for…

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Aug272020
Fund DocumentsRegulatory Insights PRIIPs Whats Been Happening

PRIIPs: What’s Been Happening?

Fund Documents, Regulatory InsightsBy Trevor Dempster27 August 2020

Of all the new regulations we have seen over the last few years,…

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