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Tag Archives: cciblog

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  2. Entries tagged with "cciblog"

Blog Series 5_ Requirements Summary and Transition Arrangements

Blog Series 5: Requirements Summary and Transition Arrangements

Fund Documents, Regulatory InsightsBy Trevor Dempster16 May 2025Leave a comment

Understand the transition rules for Consumer Composite Investments (CCI), including manufacturer and distributor responsibilities, product summary requirements, and key deadlines for compliance.

Blog Series 4_ Other Disclosure Requirements

Blog Series 4: Other Disclosure Requirements

Fund Documents, Regulatory InsightsBy Trevor Dempster14 May 2025Leave a comment

Explore key disclosure requirements under the new Consumer Composite Investments (CCI) regime, including identity details, product characteristics, complaints handling, exit mechanisms, and additional investor information.

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 Investments (CCI) regime. Learn how the growth of £10k line graph and other changes will impact product manufacturers and investors.

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 Composite Investments (CCI) regime. Learn about the new calculation, its comparison with SRRI, and the impact on product manufacturers and distributors. Stay informed with Funds-Axis.

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) regime. Learn about the FCA’s proposed changes, including detailed breakdowns of cost categories and new disclosure requirements. Stay informed with Funds-Axis.

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