making a success of the new CCI regime
A free 30-minute webinar for asset and wealth managers preparing for the new CCI regime.
Thursday 26th November 2026 at 11am | Online | Free
Why this matters now
KIIDs and PRIIPs KIDs are on their way out. By 8 June 2027, every UK fund will need a CCI product summary instead, and the FCA has swapped rigid templates for a simple test: do your investors actually understand what you are telling them?
That is a big opportunity for firms that communicate well, and a real risk for those that don’t. It is also a question that reaches well beyond regulatory documents, into every factsheet, report and update you send.
In half an hour, three specialists who work on this every day share what they are seeing across the industry and what you can do about it.
What you will take away
- A clear view of how your peers are approaching CCIs, and the decisions worth making early rather than in a rush next spring
- Practical ways to make your data work harder, so investors see the numbers that matter and understand what they mean
- Simple principles for clearer investment writing that is easier to read, quicker to approve and more likely to build trust
- Answers to your own questions in a live Q&A
- All in 30 minutes. We aim to finish early, so you get back to your day with ideas you can use straight away
Meet the speakers
Abbey Shasore, CEO, Factbook
Abbey has spent a whole career in investment data and reporting, including roles at Micropal (now part of Morningstar) and Standard & Poor’s. He leads Factbook, which helps investment firms turn complex data into clear, accurate, client-ready reports. Each year the Factbook team reviews more than 200 UK fund factsheets to find the Top 10 for clarity and impact.
Robert Corbally, Founder, Hawser Consulting
Robert has more than 25 years in asset management, specialising in developing and launching investment funds. He has led product development at firms including Manulife Asset Management, Standard Life Investments, Ignis and Aviva Investors, and now helps asset managers structure, launch and grow UK and European funds.
David Butcher, Founder, Communications and Content
David has worked in investment and financial communications since the late 1990s. He helps investment brands tell their story with clarity and purpose, and his clients have included Fidelity International, M&G Investments, AllianceBernstein and Rathbones.
Who should attend
Marketing and communications, product, compliance, reporting and distribution teams at asset managers, wealth managers and fund platforms. If you own, write, approve or rely on investor communications, this session is for you.
Format
- 30 minutes, live online, and we hope to finish sooner
- Three short, focused contributions from our speakers
- Live Q&A, with questions at the end
- Can’t make it live? Register anyway and we will send you the recording