‘Wrestling with bears’ – Special briefing from Saunderson House

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31 July 2014


The run up in shares over the past five years has been described as ‘the most unpopular bull market in 50 years’. There certainly seems a great deal of scepticism about the justification for rising share prices at present.

The following bulletin ‘wrestles with the bears’ by exploring their concerns about the global economy, testing the reasoning of those who believe share prices are over-valued and revisiting the justification for our continued optimism.

Download the full briefing here.



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Know your client checks – A lesson from BHS

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As you will be aware, it is a legal requirement for advisory firms to carry out ‘know your client’ checks. The purpose of doing so is to confirm your client’s identity and to seek to provide protection in respect of anti-money laundering (AML) and terrorist financing laws. The BHS experience before the House of Commons’ work and pensions committee and business, innovation and skills committee shows that firms need to think beyond AML obligations.

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