Join Our Interactive CCI Readiness Sessions

Shaping the Future of Product Disclosures - Together

We’ve been exploring the key market challenge: creating a Product Summary template that works without a prescribed format.

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Be Part of the Conversation: Preparing for the UK’s Consumer Composite Investments (CCI) Framework
The UK’s upcoming Consumer Composite Investments (CCI) framework will redefine how retail investment product information is presented and shared. With the final FCA rules expected in Q4 2025, firms have a unique opportunity to get ahead now — refining processes, preparing workflows, and tackling design challenges before the deadline crunch.
 
At Confluence, we’ve been exploring the key market challenge: creating a Product Summary template that works without a prescribed format. We’re also looking at how these changes fit into the wider digitisation trend in product disclosures.
 
We want your input. In early October, we’ll be hosting interactive sessions to share our design work, gather feedback, and help you prepare for the transition — whether you’re a manufacturer or distributor.
 

  • Breakfast workshops 

    • 14 Oct 2025 - 8:30 AM - 10:30 AM

    • 16 Oct 2025 - 8:30 AM - 10:30 AM

  • Virtual Workshop 

    • 30 Oct 2025 - 2:00 PM - 2:45 PM 

 

Why Attend?

✅️ Gain a clear understanding of the framework and what’s likely to be confirmed in Q4.

✅️ See early concepts for the Product Summary template.

✅️ Share your feedback to help influence an approach that works for your business.

✅️ Connect with industry peers and Confluence experts.

✅️ Explore digital-first disclosure strategies.

How to Take Part

We’re running small in-person sessions at our London office, alongside online sessions for those unable to attend in person.
 

About Your Host

Lewis Davison Lewis Davison
VP of Product
Confluence

Lewis will lead the sessions alongside our product team. With years of experience navigating complex regulatory changes, he has been closely involved in shaping our approach to CCI and will be ready to discuss both the challenges and opportunities it presents.

About Us

Confluence is a global leader in enterprise data and software solutions for regulatory, analytics, and investor communications. Confluence Signal is trusted by leading investment firms worldwide to navigate the complexities of global regulations.