Preparing for UK CCI: Timeline, impact and practical next steps

Speakers:

Paul Whelan – Managing Director, COO Business Development – Carne Group

Michael Dowling – Director, Client Reporting – Carne Group

Ann-Marie Gralton – Director, Head of Distribution Operations – Carne Group

David Hawker – Senior Adviser – Palana

The transition to the UK Consumer Composite Investments (CCI) regime is set to reshape retail investment disclosures, introducing new requirements for product summaries, risk methodologies, performance reporting, transaction costs and governance oversight.

In this webinar, our panel of regulatory and operations specialists explore what CCI means for asset managers, the products most likely to be affected, and the steps firms should be taking now to prepare for implementation, including:

• Scope assessment: Which products and share classes are in scope, including Irish and Luxembourg funds distributed to UK retail investors?
• Data readiness: Key data requirements and common gaps.
• Beyond the product summary: EMT, EPT and distributor impacts.
• Governance, oversight and operational readiness.
• Transition planning: Early adoption or June 2027?
• The five decisions firms should be making now.