Home FCA Handbook DISC DISC 6 DISC 6.6 Costs and charges information – presentational requirements
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DISC 6.6 Costs and charges information – presentational requirements

06/04/2026R

The product summary must contain an explanation of the following matters:

  1. (1) the importance of costs and charges with a clear explanation of the impact of the costs and charges an investor pays on the potential growth of the consumer composite investment; and
  2. (2) that the person selling or advising on the consumer composite investment may charge the retail investor other costs and charges.
06/04/2026R

The product summary must be clear as to which costs and charges are estimated. 

06/04/2026R

Where relevant, the product summary must include a cross-reference to those parts of the consumer composite investment's prospectus where more detailed information on costs and charges can be found, including information on performance fees and how they are calculated.

06/04/2026R

The product summary may include any additional explanation, contextual information or breakdown of the costs and charges the manufacturer considers to be useful to the retail investor in understanding the impact of costs and charges, provided this is consistent with the information provided under DISC 6.6.1R. 

06/04/2026R

Where a consumer composite investment is a fund which invests in one or more funds managed by the same person as itself, the product summary must disclose any actual or potential benefits to that person arising from the investment in the investee funds.