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ARTICLE · 07 FEBRUARY 2025

Investment Management Update - January 2025

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The latest investment management update highlights key FCA consultations on product disclosure, pension advice, and consumer duty, alongside ESMA's guidelines on ESG fund names and new EU regulations on ESG ratings, enhancing transparency and resilience across the sector

United KingdomFinance and Banking
Lora Froud
Lora Froud
Alexandra Green
Alexandra Green
Michael Sholem
Michael Sholem
Rachel Serene
Rachel Serene

Welcome to the latest edition of our investment management update.

This publication has been tailored to highlight topical news, cases and changes in the law impacting the investment management sector.

UK

  • On 19 December 2024, the FCA published a consultation paper (CP24/30) on the new product disclosure regime known as the Consumer Composite Investments (CCI) regime. The consultation paper follows the FCA's discussion paper DP22/6: Future Disclosure Framework in 2022 and the Treasury's consultation on replacing PRIIPs Regulation and the UCITS disclosure requirements. The FCA plans to issue a policy statement with final rules in 2025.

CP24/30: A new product information framework for Consumer Composite Investments | FCA

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