MICAP Research – MICAP - MI Capital Research

The following has been printed solely for on 26 December 2024, and should not be relied upon by any other party Try MICAP for free Login No notifications Welcome back Adviser Tools Overview Investment Listing Filter Compare Build Portfolios Save your Research Your Activity Log Activity Log FAQ MICAP Reviews Review Process MICAP Impact Scores Digital Application Forms Adviser Services Panel Support Services Client Reporting Market Information Overview EIS/SEIS Market Snapshot VCT Market Snapshot Enterprise Investment Scheme (EIS) Seed Enterprise Investment Scheme (SEIS) Venture Capital Trusts (VCTs) Social Investment Tax Relief (SITR) Tax Treatment (EIS, SEIS, VCT, SITR) Business Relief (BR) Investment Objectives Key Risks
MICAP Research MICAP’s due diligence rests on a thorough understanding and evaluation of the tax-advantaged investment universe. At the core of our research are our MICAP Reviews. These are completed by our in-house team of analysts and are typically a 20 to 25 page document that sets out the key areas that advisers should consider. The second strand of our research is our Impact Assessment Scoring system. The Impact Scores are designed to be an objective assessment of an investment and its manager, based on the manager’s answers to our Impact Assessment Questionnaire (IAQ). Finally, our Panel Support Services are tailored to each advisory firm’s specific needs, depending on their own in-house resources, the types of investments they wish to consider and the level of involvement they require from MICAP.
The MICAP Impact Assessment process is based on the Manager’s answers to our Impact Assessment Questionnaire, which may not be verified or audited by MICAP. The resultant MICAP Impact Scores should not be taken as financial advice or a complete and comprehensive analysis of the risks of investing in the investment, which are usually set out in the Information Memorandum, Prospectus or Brochure supplied by the Investment Manager. Alternative and unquoted investments are inherently high risk and invested capital is at risk. Tax ramifications may vary depending on the investor's personal circumstances. MI Capital Research Ltd is an Appointed Representative of Thornbridge Investment Management LLP (FRN: 713859), which is authorised and regulated by the Financial Conduct Authority.

MICAP’s due diligence rests on a thorough understanding and evaluation of the tax-advantaged investment universe.

At the core of our research are our MICAP Reviews. These are completed by our in-house team of analysts and are typically a 20 to 25 page document that sets out the key areas that advisers should consider.

The second strand of our research is our Impact Assessment Scoring system. The Impact Scores are designed to be an objective assessment of an investment and its manager, based on the manager’s answers to our Impact Assessment Questionnaire (IAQ).

Finally, our Panel Support Services are tailored to each advisory firm’s specific needs, depending on their own in-house resources, the types of investments they wish to consider and the level of involvement they require from MICAP.

The MICAP Impact Assessment process is based on the Manager’s answers to our Impact Assessment Questionnaire, which may not be verified or audited by MICAP. The resultant MICAP Impact Scores should not be taken as financial advice or a complete and comprehensive analysis of the risks of investing in the investment, which are usually set out in the Information Memorandum, Prospectus or Brochure supplied by the Investment Manager.

Alternative and unquoted investments are inherently high risk and invested capital is at risk. Tax ramifications may vary depending on the investor's personal circumstances. MI Capital Research Ltd is an Appointed Representative of Thornbridge Investment Management LLP (FRN: 713859), which is authorised and regulated by the Financial Conduct Authority.