London Breakfast Brief: CCI Regime & AI in Fund Operations

Date: Monday, 15 June  Location: Apex City of London Hotel (1 Seething Ln, London EC3N 4AX) | Time: 10.00 am BST | Duration: 2 hours

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Overview

The upcoming CCI regime will fundamentally reshape how funds are disclosed, compared and distributed. It raises the bar on data, transparency and operational control. At the same time, AI is moving from concept to real use, changing how firms manage regulatory obligations and operational workflows. This breakfast briefing focuses on both.

We will look at what CCI means for UCITS and AIFs, the key challenges firms are facing, and how to prepare. We will also cover how AI is being applied throughout the fund lifecycle, with practical examples and market insights.

Agenda

10:00 – 10:15 | Coffee & Welcome Breakfast

10:15 – 10:20 | Opening Remarks

10:20 – 10:30 | The CCI Regime: What You Need to Know
What CCI is, what it’s trying to achieve, and where things stand today. From KIID to CCI KID, timelines, overlap, and what it means for your fund range.

10:30 – 10:45 | What Actually Changes Under CCI
More prescriptive disclosures, full cost transparency, changes to risk indicators, and the move to forward-looking performance.

10:45 – 11:00 | Operational Impact & What This Means in Practice
The operational reality: data, modelling, governance, and document complexity.

11:00 – 11:20 | AI in Fund Operations: From Theory to Practice
A practical look at how AI is being applied across fund operations, including regulatory monitoring, document review, and ongoing workflows and what’s actually working in practice.

11:20 – 11:30 | AI in Action 
Real-world examples of how firms are leveraging Zeidler solutions today, including recent MMR-Tool developments and how these tools are supporting scalable compliance.

11:30 – 11:45 |  Q&A & Closing Remarks 
Key takeaways and open discussion on what firms should prioritise next.

11:45 – 12:00 | Coffee & Networking

Register Your Attendance

Places are limited to keep the discussion focused and interactive. Register here to secure your seat.