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.

02 Jul 2019
THE MONTHLY July 2019
Advanced Oncotherapy Plc (AVO:LON), 22.0 | AJ Bell Plc (AJB:LON), 269 | Allergy Therapeutics plc (AGY:LON), 21.0 | Arbuthnot Banking Group PLC (ARBB:LON), 855 | City of London Investment Group PLC (CLIG:LON), 422 | Diurnal Group plc (DNL:LON), 11.0 | DP Poland PLC (DPP:LON), 6.0 | Gateley (Holdings) Plc (GTLY:LON), 200 | Koovs (KOOV:LON), 0 | Lightwaverf (LWRF:LON), 0 | Morses Club Plc (MCL:LON), 8.0 | Murgitroyd Group (MUR:LON), 0 | Non-Standard Finance Plc (NSF:LON), 2.0 | Oxford BioMedica plc (OXB:LON), 451 | Palace Capital plc (PCA:LON), 267 | Primary Health Properties PLC (PHP:LON), 137 | R.E.A. Holdings plc (RE:LON), 130 | Redx Pharma Plc (REDX:LON), 67.0 | RM Infrastructure Income PLC GBP (RMII:LON), 91.0 | Shield Therapeutics Plc (STX:LON), 7.0 | 600 Group PLC (SIXH:LON), 14.0 | Tissue Regenix Group plc (TRX:LON), 0 | Titon Holdings Plc (TON:LON), 86.0 | Urban Logistics REIT plc (SHED:LON), 161 | Volta Finance Limited (VTA:LON), 560 | Warpaint London PLC (W7L:LON), 134 | ValiRx PLC (VAL:LON), 11.0
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Brian Moretta
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37 pages
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THE MONTHLY July 2019
Advanced Oncotherapy Plc (AVO:LON), 22.0 | AJ Bell Plc (AJB:LON), 269 | Allergy Therapeutics plc (AGY:LON), 21.0 | Arbuthnot Banking Group PLC (ARBB:LON), 855 | City of London Investment Group PLC (CLIG:LON), 422 | Diurnal Group plc (DNL:LON), 11.0 | DP Poland PLC (DPP:LON), 6.0 | Gateley (Holdings) Plc (GTLY:LON), 200 | Koovs (KOOV:LON), 0 | Lightwaverf (LWRF:LON), 0 | Morses Club Plc (MCL:LON), 8.0 | Murgitroyd Group (MUR:LON), 0 | Non-Standard Finance Plc (NSF:LON), 2.0 | Oxford BioMedica plc (OXB:LON), 451 | Palace Capital plc (PCA:LON), 267 | Primary Health Properties PLC (PHP:LON), 137 | R.E.A. Holdings plc (RE:LON), 130 | Redx Pharma Plc (REDX:LON), 67.0 | RM Infrastructure Income PLC GBP (RMII:LON), 91.0 | Shield Therapeutics Plc (STX:LON), 7.0 | 600 Group PLC (SIXH:LON), 14.0 | Tissue Regenix Group plc (TRX:LON), 0 | Titon Holdings Plc (TON:LON), 86.0 | Urban Logistics REIT plc (SHED:LON), 161 | Volta Finance Limited (VTA:LON), 560 | Warpaint London PLC (W7L:LON), 134 | ValiRx PLC (VAL:LON), 11.0
- Published:
02 Jul 2019 -
Author:
Brian Moretta -
Pages:
37 -
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.