Home › Guides › CCI readiness check

CCI readiness check

Twelve quick questions about your funds, factsheets and KIDs. You get an instant readiness score, an estimate of the effort ahead and a red, amber or green rating for five areas under the FCA's CCI product summary rules, which apply from 8 June 2027, and the next steps for your firm.

About 3 minutes · Free · No details needed to see your score

About your funds

1. What do you manage? Tick all that apply

2. How many funds, and how many share classes, are sold to UK investors?

3. Who is your fund administrator? Optional

Factsheets

4. How are your factsheets made today?

5. How often, and in how many languages?

CCI product summaries

6. How are your KIDs or KIIDs made today?

7. Where are you with CCI product summaries?

8. When do you need your first summaries live?

9. Which of these can you already do? Tick all that apply

What would help

10. What would help most? Tick all that apply

11. If you use a provider for factsheets or KIDs, when does that contract come up for renewal?

12. Your role in choosing a provider

Readiness

0

Effort ahead

    Get your full next steps

    See every recommended step for your firm, and download our two-page CCI readiness checklist.

    We use your details and answers to show and send your results and to understand how firms are preparing for CCI. Any published results are combined and anonymous. If you tick the box, we will also send occasional updates. See our Privacy Policy.

    Your next steps

      Download the CCI readiness checklist (PDF)Ask for a free sample summary

      Thank you. We have your answers and may reply by email with anything specific to your funds.

      Please note: this check gives general guidance based on your answers. It is not legal, regulatory or compliance advice, and the score is not an assessment of compliance with the FCA's rules. See our Terms and Disclaimer.

      CCI product summary checklistEvery DISC requirement, section by sectionFrom PRIIPs KID to CCI product summaryDates, changes and a plan to get readyThe CCI risk scoreHow the 1 to 10 score is calculatedCCI product summary productionProduct summaries ready before June 2027