In this episode of the Legal Zeidgeist, Kate Horgan, Head of Business Development US, is joined by Jeet Doshi, Head of Reporting Services at Zeidler Group, and Gentijana Begu, Senior Associate, to unpack the practical implications of the UK’s new CCI framework.
Together, they explore what is changing from the existing UCITS KIID and PRIIPs KID regimes, from the move to a 1–10 risk scale and new cost disclosures to the return of past performance and the freedom, and responsibility, that comes with designing a Product Summary without a prescribed template.
They also look at the questions firms need to be tackling now: which funds are in scope, how the representative share class regime could reduce document volumes, what the June 2027 deadline means in practice, how governance and data requirements are changing, and what managers need to consider when distributing Product Summaries through platforms and intermediaries.
Whether you are starting your CCI gap assessment or already building your Product Summary framework, this episode offers a practical guide to preparing for one of the biggest changes to UK retail fund disclosure in years.
