Blog Series 5: Requirements Summary and Transition Arrangements
Understand the transition rules for Consumer Composite Investments (CCI), including manufacturer and distributor…
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Blog Series 4: Other Disclosure Requirements
Explore key disclosure requirements under the new Consumer Composite Investments (CCI) regime, including…
Blog Series 3: An Overview of Past Performance Proposals
Explore the FCA’s proposals for past performance disclosures in the new Consumer Composite…
Blog Series 2: CCI Risk and Reward Metric
Understand the FCA’s proposed Risk and Reward Metric (RRM) under the new Consumer…
Blog Series 1: An Overview of Cost Proposals for Consumer Composite Investments (CCI)
Explore the implications of cost disclosures under the new Consumer Composite Investments (CCI)…
Consumer Composite Investments: Your Guide to the FCA’s Consultation Papers
Discover the FCA’s proposed changes to investment product regulations in the UK with…
UCITS KIID & PRIIPs KID Re-Generation: The Latest on COVID-19 Volatility’s Unwinding
Discover how the unwinding of COVID-19 volatility impacts UCITS KIIDs and PRIIPs KIDs…
FCA Announces Plans to Reform Financial Services Retail Disclosure Requirements
On 19th September 2024, the Financial Conduct Authority (FCA) issued a statement outlining…
Unwinding of COVID Chaos: Anticipated Mass KIID/KID Re-Generation in Mid-2025
The COVID-19 pandemic brought unprecedented volatility to global financial markets, leading to significant…
FinDatEx Releases Updated Version of EMT: What You Need to Know
On April 22, 2024, FinDatEx announced the release of an updated version of…
Enhancing Transparency and Digitalisation: European Parliament Committee Proposals for PRIIPs KID Updates
Discover the latest proposals from the European Parliament Committee for updating the PRIIPs…
Navigating the UK Consumer Duty Reporting: Funds-Axis Now Supports EMT v4.1 Updates
Funds-Axis provides solutions to upcoming UK Consumer Duty Regime Last month, we reported…
Funds-Axis provides solutions to upcoming UK Consumer Duty Regime
Stay ahead of regulatory changes with Funds-Axis Limited’s EMT solution, now updated to…
FCA finalises changes to UK PRIIPs regime
In July 2021, the FCA consulted (in CP21/23) on proposals to address the…
FinDatEx consults on EPT V2 – what are the key changes?
With the publication of the updated European PRIIPs Template (EPT) for consultation, FinDatEx…
I KID you not! FCA to ditch performance scenarios from PRIIPs KIDs
Of all the new regulations we have seen over the last few years,…
Refresher Series: UCITS KIIDs
UCITS IV requires UCITS to make an updated KIID available to investors for…
PRIIPs: What’s Been Happening?
Of all the new regulations we have seen over the last few years,…