The updated platform is aimed at helping firms prepare for the UK’s new Consumer Composite Investments (CCI) disclosure regime.
Broadridge has unveiled an enhanced solution designed to support brokers and asset managers as they adapt to the UK’s forthcoming Consumer Composite Investments (CCI) framework. The new regime, introduced by the Financial Conduct Authority (FCA), will replace Priips templates with Product Summary Documents (PSDs) by 8 June 2027. Unlike Priips, which relied on standardised templates, CCI sets broader guidelines and requires firms to ensure disclosures are fair, clear and not misleading und