Ahead of the Curve: Consumer composite investments and client categorisation

Ahead of the Curve: Consumer composite investments and client categorisation
Published Date
Feb 12 2026
Related people
Image of Tamara Cizeika
Tamara CizeikaCounsel, London
Image of Jean Price
Jean PriceCounsel, London
Image of Kirsty Taylor
Kirsty TaylorKnowledge Counsel, London
Image of Annabelle Whitby-Smith
Annabelle Whitby-SmithSenior Knowledge Lawyer, London
As part of the FCA’s landmark package to boost UK investment culture, the regulator published its policy statement and final rules on consumer composite investments (CCI) (PS 25/20) and a consultation on client categorisation and conflicts of interest (CP 25/36). We touched on these briefly in our December webinar for the retail and wealth sector.

As promised, we are now looking at these in more detail and considering the practical impact of the new CCI regime and the proposals around client categorisation. This insightful webinar explores the new CCI regime and the client categorisation proposals, where our speakers dissected the key issues for firms and consider how best to anticipate and prepare for these upcoming changes in the UK regulatory environment. For those interested in related material, please see our bulletin covering the client categorisation proposals here.

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