6 April 2026
Optional transition begins
CCI
REGIME
Expert support for the UK's New CCI Product Summary
CCI Regime
UK CCI Product Summary
Expert support for the UK’s new consumer composite investments (CCI) regime.
A new disclosure regime for UK retail investors
Dorey Financial Modelling combines specialist quantitative expertise with established experience supporting over 250 clients across its services.
The UK CCI regime introduces a new Product Summary for in-scope retail investment products, replacing UK PRIIPs KIDs and relevant UK UCITS investor disclosures. The optional transition began on 6 April 2026, with full implementation from 8 June 2027, subject to applicable transitional provisions.
Key dates
Does the CCI regime apply to your funds?
The UK CCI regime introduces new disclosure requirements for a broad range of retail investment products, including UK UCITS funds, relevant overseas funds, investment companies and other in-scope products. Whether you currently prepare UK PRIIPs KIDs or UCITS investor documents, Dorey can help assess your product requirements, review your data and calculations, and plan the transition.
How Dorey can help
We provide a complete, end-to-end service to prepare clear, compliant and investor-focused CCI Product Summaries.
Product assessment and scope
Risk and return calculations
Performance information
Costs and charges
Product Summary preparation
Ongoing reviews and updates
Why choose Dorey?
Trusted expertise. Proven methodology. Over 250 clients supported.
Dorey Financial Modelling provides specialist quantitative and regulatory disclosure services to investment managers and financial institutions. With an established client base of over 250 clients, we combine mathematical expertise, regulatory knowledge and practical industry experience to deliver robust calculations and clear, investor-focused disclosures.
- Established experience: supporting over 250 clients across our specialist financial modelling and regulatory services.
- Mathematical expertise: robust, product-specific calculations supported by documented assumptions and independent review.
- End-to-end delivery: from initial assessment and data analysis to Product Summary preparation, review and ongoing updates.
- Collaborative approach: working closely with clients to understand their products and support a practical transition.
Our methodology
A complete, evidence-led service for the FCA’s CCI regime.
From analysis to a compliant Product Summary
We produce clear, investor-focused Product Summaries and the supporting evidence to demonstrate compliance with the FCA’s CCI requirements and related rules.
Our five-stage process
A robust, transparent and efficient process that gives you confidence in your disclosure.
Regulatory coverage
Our review framework covers the key FCA requirements applicable to CCI Product Summaries, with each check mapped to specific rules and supported by documented evidence.
FCA DISC
Product information, risk and return, costs and charges, historic performance and disclosure format.
DISC 1A-7
COBS
Costs and charges illustrations and wider standards for clear, fair and not misleading communications.
COBS 6.1ZA and related rules
Consumer Duty (PRIN 2A)
Investor understanding, consumer outcomes and the presentation of information in a clear, concise and accessible way.
PRIN 2A and related guidance
CCI Regulations 2024
Scope, product classification and manufacturer responsibilities under the CCI regime.
CCI Regulations 2024
Transition to the UK CCI regime
Whether you are moving from UK PRIIPs KIDs or preparing for new UCITS disclosure requirements, we can help you review your existing disclosures and data, assess the changes and prepare your Product Summaries.
Plan your transition
Talk to us about your product range, timelines and next steps.
Want to know more? Get in touch now.
We’d love to assist you in any possible way.