FCA PS25/20 | LIVE 6 APRIL 2026 | MANDATORY 8 JUNE 2027
CCI compliance for investment managers, automated.
The Consumer Composite Investments regime replaces the UCITS KIID and PRIIPs KID with a single Product Summary. We automate every step, from calculating the risk and return score to publishing compliant Product Summaries at scale.
Why doesn’t a PRIIPs process satisfy CCI?
CCI replaces both the PRIIPs Key Information Document and the UCITS Key Investor Information Document with a single, flexible Product Summary, finalised by the FCA in December 2025 under Policy Statement PS25/20. Under PRIIPs, compliance was procedural: follow the template. Under CCI it’s interpretative: you get design freedom in exchange for genuine judgement at every step, and a process built to fill in a fixed template doesn’t automatically produce a compliant, defensible judgement call.
The FCA's four requirements
Technology neutral
Works in print and digital, with no prescribed delivery medium.
Outcomes focused
Must genuinely help investors understand the product, not just satisfy a checklist.
Standardise only where needed
Common metrics are standardised; format and structure are at your discretion.
Right information, right time
Investors must be able to find the most relevant information easily.
