Worthstone Product Review Financial Planner Summary & Analysis August 2013
Midlands Together Community Interest Company ____________________________________________ 2013 Bond Issue
Important Information The information and opinions expressed and contained in this document are proprietary to Worthstone Limited and are not intended to represent investment advice or a recommendation to buy or sell any product.
considering the suitability of the bond for any specific client. In preparing this report we have reviewed Midlands Together’s Investment Memorandum and had discussions with the CEO. We have also met with representatives of Triodos Bank.
This review is for the information of professional financial advisers only and should not be used as part of the advice process or in any other way with any retail investors. It is provided for information purposes only.
This is a high-risk investment and firms MUST ensure that they have appropriate and sufficient PII in place prior to advising clients as to its possible suitability for them.
This document does not contain or constitute an offer to sell or purchase, or a solicitation of an offer to sell or purchase, any securities, investments or financial instruments described in it.
Although every care has been taken to ensure the accuracy of this report, Worthstone Limited, its employees, directors and agents accept no responsibility for any damages or losses arising from any use of this information.
Advisers should study the Midlands Together CIC Investment Memorandum before
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