What is the role of the distributor in the CCI ?

Distributors are responsible for making the manufacturer’s product summary available to investors and delivering it unaltered in a durable medium at the point of sale or shortly after. Distributors may not create or amend product summaries themselves.

Before a sale, distributors must ensure that consumers who would find it useful have access to the product summary and must highlight the key information needed to make a properly informed decision, including a brief description of the product, its ongoing and relevant costs, and its risk and return score.

While distributors cannot modify the product summary, they may use the manufacturer’s machine-readable underlying data to build consumer journeys and communications that meet investors’ information needs. The machine-readable information must be accessible on the manufacturer’s website.