Report
Brian Moretta ...
  • Dorothea Hill
  • Jason Streets
  • Mark Thomas
  • Martin Hall
  • Mike Foster
  • Milan Radia
  • Nigel Hawkins
  • Paul Mylchreest
  • Paul Singer
  • Stephen Clapham
  • Tony Williams
  • Yingheng Chen

Hardman & Co Monthly: July 2019

July 2019 feature article: Governance in business relief

Advisers need to look at the quality of governance behind business relief products

When advisers first start looking at business relief (BR) products, there is much to take in: the rules governing such products; the investment strategies being used; and what the investment risk is. It is easy to lose sight of the fact that, for non-AIM products, the investment is being made directly into a company or partnership rather than a fund. It is, therefore, essential that governance is part of the diligence process.
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Hardman & Co
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Analysts
Brian Moretta

Dorothea Hill

Jason Streets

Mark Thomas

Martin Hall

Mike Foster

Milan Radia

Nigel Hawkins

Paul Mylchreest

Paul Singer

Stephen Clapham

Tony Williams

Yingheng Chen

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