Registration Below:
- Morning Session Asset Manager Roundtable 10:00 am – 12:30 PM
- Afternoon Session Distributor Roundtable 13:00 – 15:00 Hours
Join TURN, the industry-defined utility born within TISA, for an exclusive two roundtable event on the same day introducing the platform’s next strategic evolution – TURN 2.0, designed to address the crisis of fragmented data and disclosures in the financial market.
You can choose to join in person or online at registration below!
The market is undergoing relentless regulatory change, with evolving frameworks such as the UK CCI, PRIIPs, MiFID II, SFDR and the UK SDR driving a sharp rise in the volume and complexity of disclosures that firms must produce and exchange – all to stay compliant and to support the business growth.
Against this backdrop, firms face escalating risks: data inconsistencies across outputs, non-compliant disclosures, and fragmented reporting processes that can trigger compliance breaches, reputational damage, and distribution challenges. As a result, the need for stronger oversight and control over regulatory data and documentation has never been greater.
ROUNDTABLE AGENDA
1. Welcome & Context Setting
Speaker: Gary Bond
- TURN’s origins as an industry-defined utility, born within TISA
- Recap of TURN’s current role in EMT, EPT and EET data exchange
- Why the next phase matters now:
- UK CCI transition
- Increasing regulatory scrutiny on data-to-disclosure consistency
- Objective of the roundtable:
- Understand industry readiness for CCI
- Discuss challenges
- Explore how TURN can support data and document integration
2. Regulatory Landscape: From Templates to Consumer Outcomes
Speaker: Jeffrey Mushens
- Regulatory drivers:
- UK CCI replacing PRIIPs KID
- UK SDR, Consumer Duty, MiFID II
- Why CCI intensifies pressure on:
- Accuracy of underlying data
- Consistency between datasets and investor-facing documents
- Key challenges emerging:
- Parallel regimes (EU PRIIPs vs UK CCI)
- Multiple document versions per market
- Risk of misalignment between data feeds and consumer disclosures
3. TURN 2.0 — Beyond Data Standards
Speaker: Danielle Brass
- TURN’s planned expansion:
- From EMT / EPT / EET → fund disclosure documents
- How this supports CCI readiness:
- Hosting and distributing UK CCI documents
- Linking CCI disclosures to underlying fund data
- Vision:
- A single, connected source for regulatory data and investor documents across jurisdictions
4. Data Consistency & CCI — TURN’s QA+ Concept
Speaker: Ulf Herbig
- Introduction to TURN’s AI-powered QA+ layer
- Why CCI raises the bar:
- Narrative disclosures derived from structured data
- Higher consumer risk if figures or descriptions diverge
- How QA+ supports CCI:
- Cross-checking CCI documents against EMT/EPT/EET data
- Detecting inconsistencies in:
- Risk indicators
- Costs and charges
- Performance assumptions
- Optional service model:
- Not mandatory
- A differentiation tool for firms demonstrating data accuracy and Consumer Duty alignment
5. What This Means for the Industry
For Asset Managers
- Stronger CCI readiness through:
- Linked data and documents
- Reduced manual reconciliation
- Lower risk of inconsistent consumer disclosures
- Clear signalling to distributors of data integrity and governance maturity
For Distributors
- Increased confidence in:
- UK CCI documents received
- Alignment between disclosures and underlying fund data
- Reduced suitability and Consumer Duty risk
- Easier onboarding and monitoring of UK-compliant fund ranges
6. Demonstration / Walkthrough (Optional)
- Illustrative flow:
- Linking CCI documents to fund data
- Highlighting potential inconsistencies
- Showing how QA+ flags issues before distribution
7. Open Discussion: CCI Readiness
- How prepared are firms today for UK CCI?
- Where are the biggest operational and data challenges?
- What support would be most valuable from TURN?
- Appetite for pilot participation focused on CCI integration
8. Next Steps
- CCI-focused pilots and working groups
- Timeline considerations aligned to regulatory milestones
- Ongoing industry collaboration
9. Closing Remarks
Speaker: Gary
- TURN’s role as an industry enabler, not a regulator
- Commitment to supporting CCI transition through collaboration
- Reinforcing TURN’s vision:
“Accuracy, consistency and transparency — delivered together“
