Cost disclosure

FCA Consults on Fund Product Information and Cost Disclosure CP24/30 – ShareSoc Responds

In November 2024, the FCA launched a consultation on a proposed product information and cost disclosure regime for funds – now referred to by the regulator as CCIs (Composite Consumer Investments).  ShareSoc has become increasingly concerned in recent years by the divergent and often perverse implementations of cost disclosure by UK retail platforms under the EU regulations for Packaged Retail and Insurance-Based Investment Products (PRIIPS) and MiFID II. A particular area of concern has been listed closed-end funds (investment companies and investment trusts), ...

FRC Consults on UK Stewardship Code – ShareSoc Responds

ShareSoc response to FRC consultation on Stewardship Code (Feb 2025) In November 2024, the FRC launched a consultation on proposed revisions to the UK Stewardship Code, which sets out the core principles of effective stewardship and transparency for asset owners and asset managers.  Our full response is here.