Access to the Accord Initiative Deep Dive Reports/Database is restricted to investment professionals only.
Accord Initiative is an independent due diligence and research provider. Accord Initiative does not give investment advice.
Individuals without regulated professional investment experience should not access the Reports/Database. Only information produced by an FCA regulated firm and issued or approved as a retail financial promotion should be shared with private investors.
Accord Initiative obtains the information contained in Deep Dive Reports/Database from third parties (providers of products) that we believe to be reliable, although we cannot guarantee the accuracy of the information provided. Any views or opinions expressed in the Reports/Database by third parties may not reflect those of Accord Initiative.
Information contained within the Reports/Database should not be relied upon as instruction to invest.
Investment professionals should seek to make independent assessments for the clients general objectives/fact find, attitude to risk and capacity for loss and investment preferences and objectives.
Some of the products and services that Accord Initiative includes within its Reports/Database are considered;
- High risk/loss of capital. Invested capital is at risk. Past performance is not a guide to future returns
- Illiquid. There is unlikely to be a secondary market for shares within Tax Efficient Vehicles. Holding times for investments are longer for Tax Efficient Vehicles
- Tax efficient. An individual client's tax position must be part of the suitability assessment
- High risk/diversification. The overall available capital for investment should be diversified. Tax Efficient Vehicles may be suitable as part of a diversified portfolio (the majority being in more liquid and lower risk assets).
The information in our Reports is not intended to constitute individual investment advice. It is provided for information purposes only and nothing herein constitutes investment, legal, accounting or tax advice. No recommendation or advice is being given as to whether any investment is suitable for a particular investor or a group of investors.
