OTCFinBreakfast Briefing

Join us for

A Roundtable on
UK CCI Implementation

An information session bringing asset managers together with a panel of legal, industry and technology experts to share their perspectives on the FCA’s Consumer Composite Investments regime.

TopicsKey challenges in setting up the CCI Product Summary Document (PSD), Data and quantitative aspects of implementing CCI and industry overview of what it means for the buy-side value chain. Work done by The Investment Association and FinDatEx to date.

DateTuesday, 13 October 2026
VenueThe Savoy, Strand, London

Time

  1. Arrival & Breakfast

  2. Welcome & Intro

  3. Panel Discussion, Q&A

  4. Networking

Speakers

  • Mark SherwinMark SherwinThe Investment Association
    FinDatEx
  • Pierre Maugery-PonsPierre Maugery-PonsEFESO Consulting
    FinDatEx
    Club AMPERE
  • John DooleyJohn DooleySimmons & Simmons
  • Joshua PriceJoshua PriceSTB
  • Ee Wah LimEe Wah LimOTCFin
The Investment AssociationEFESO Management ConsultantsSimmons & SimmonsSimpson Thacher