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Registered number: 09329385












STRATA RESIDENTIAL FINANCE PLC
ANNUAL REPORT AND FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 MARCH 2025

 

STRATA RESIDENTIAL FINANCE PLC

CONTENTS



Page
Company information
 
1
Strategic report
 
2 - 6
Directors' report
 
7
Directors' responsibilities statement
 
8
Independent auditor's report
 
9 - 12
Profit and loss account
 
13
Balance sheet
 
14
Statement of changes in equity
 
15
Statement of cash flows
 
16
Notes to the financial statements
 
17 - 27


 

STRATA RESIDENTIAL FINANCE PLC
 
COMPANY INFORMATION


Directors
Hugh Colville 
Simon Hawley 
Christopher Hector 
David Norman 
Brian Bartaby 
Matt Carson 




Company secretary
Simon Hawley



Registered number
09329385



Registered office
Terminal Buildings
Blackbushe Airport

Blackwater

Camberley

GU17 9LQ




Trading Address
Terminal Buildings
Blackbushe Airport

Blackwater

Camberley

GU17 9LQ






Independent auditor
Blick Rothenberg Audit LLP
Chartered Accountants & Statutory Auditor

16 Great Queen Street

Covent Garden

London

WC2B 5AH




Page 1

 

STRATA RESIDENTIAL FINANCE PLC
 
STRATEGIC REPORT
FOR THE YEAR ENDED 31 MARCH 2025

Introduction
 
The Directors present the strategic report and financial statements for the year ended 31 March 2025.
The trading activity of Strata Residential Finance PLC (the ‘Company’) was the provision of funding to developers with experience and demonstrable track record carrying out residential property developments with planning permission in the South of England. A new Strategic Business Plan (‘SBP’) was put in place in March 2025 to facilitate first charge lending on commercial property from the 1 April 2025 via the Proplend platform with Proplend Limited appointed as Loan Originator and Asset Manager for the Company.

Business review
 
The Company experienced difficult trading conditions during the 2024/25 financial year with its distributable reserves significantly reduced and a substantial loss resulting in the financial year. At a General Meeting held on the 14 January 2025 a resolution was passed authorising the Company to seek a Court Order to enable the Company’s share capital to be reduced. This Court Order was granted and this enabled the Company to meet the objectives of the SBP in place at the time primarily as regards meeting Withdrawal requests.
A new SBP was put in place at the Annual General Meeting held in September 2024. This SBP included scope for a succession plan for the Company (as the current Board individuals had been in place since the business first traded in April 2007). As part of this process the Board considered the current trading activity of the business. As trading conditions had worsened it began an exercise to identify a suitable business to provide new Directors to the Board with a new SBP.
    
After discussions with various residential and commercial lending businesses, the Board suggested that Proplend Limited ("Proplend") would be suitable to act as the new Loan Originator & Asset Manager of the Company. Shareholder approval was given at a General Meeting held on the 26 March 2025. A new SBP was put in place, to facilitate first charge lending on commercial property (moving away from a residential development lending strategy).
Proplend is authorised and regulated by the Financial Conduct Authority (726646). Proplend Limited’s registered office is 20-22 Wenlock Road, London N1 7GU (Company Number: 08315922).  
Proplend has been trading since 2014. During this time it has funded £235m across 267 loans. All loans are secured with a first charge against commercial property in England and Wales. It has been paid £29m of interest (not £1 of default) and of the £167m of repaid capital, its only loss has been £40,000. It is not involved with any development risk. The 10 year average investor return has been 8.45%. It lends on term, VAT and bridging loans.
As a consequence the Company is now implementing the following action points during an envisaged period of six months to the end of September 2025 (the “Succession Period”). This period will be variable in length subject to progress in putting in place the new SBP:

The Board now comprises six Directors. Two new Directors were appointed from Proplend Brian Bartaby and Matt Carson). The four original Directors will remain for an envisaged six months;
The Funding Adviser and Asset Manager Agreements terminated on 31 March 2025 (the previous SBP allowed these agreements to continue until 31 March 2027) and Proplend will be appointed as the Loan Originator and Asset Manager. This provided significant cost savings to the Company;
The services of Gallium (Compliance Monitoring Manager), Blick Rothenburg (audit and tax) and Osborne Clark (legal) are retained. The Company will investigate if there are any Gallium services which can be provided by Proplend in-house more cost efficiently;
The original Directors will work to redeem the current second charge, residential development loan book as expeditiously as possible, and enable a smooth handover of the running of the Company in line with the SBP; and
As loans are redeemed the proceeds will be advanced in line with the SBP or distributed to Shareholders who wish to withdraw.
 
Page 2

 

STRATA RESIDENTIAL FINANCE PLC

STRATEGIC REPORT (CONTINUED)
FOR THE YEAR ENDED 31 MARCH 2025

Business review (continued)
 
The share capital of the Company was split between Continuing Shareholders and Withdrawing Shareholders with effect from the 1 April 2025.

The Continuing Shareholders benefit from the new SBP and the Proplend lending strategy (but be subject to the risk) as funds become available. The Withdrawing Shareholders are not exposed to the new lending strategy put in place with the new SBP through Proplend and will receive their fair share as residential development loans made by the Company are repaid. 

Any shares in the Company held by Withdrawing Shareholders have been reclassified as Redeemed Shares (in the case of Redeemable Shares) or Redeemed Capital Shares (in the case of Redeemable Capital Shares) with the rights set out in new Articles subsequently adopted pursuant to the Resolution put in place at the March General Meeting.
The loss before taxation of £3,987,811 (2024: Loss £977,763) is the third time in 18 years that the Strata business has suffered a loss, and the second time the Company has done so. Trading conditions worsened significantly during the financial year. This impact is particularly evident in the movement of loan provisions within administrative expenses. Total administrative costs increased to £6,157,465 (2024: £3,962,220), driven largely by a loan provision charge of £4,778,567 (2024: £2,652,951). Notably, operating administrative costs remained broadly consistent, at £1,378,898 (2024: £1,309,259).

During the first half of 2025 mortgage approvals for new house purchases have trended downwards from c66,000 per month to c63,000 in May; the latter being broadly in line with the 5 years before the Covid pandemic. At a UK level, the Nationwide house price index growth was 3.5% in the year to May 2025, a fall from the 4.7% in December 2024, but still positive in real terms. The reduction in the nil-rate SDLT thresholds on 1 April 2025 led to a spike in transactions in March and significant dip in April, before recovering in May to c80,000. If interest rates continue to fall and assist affordability, there is hope transactions will recover to the c100,000 per month level. 
That said, the spring and early summer market of 2025 has, according to Savills, ‘marked a turning point, with caution emanating from London taking hold in the regions… stemming migration from London into the regions, reducing demand from a key source, particularly at the fringe of the commuter zone’. 
Again, according to Savills, discretionary purchases (e.g. country houses and locations which saw the fastest pandemic related growth such as coastal properties) have seen value decreases of up c6% over the last 12 months, whilst prime central London is now offering its greatest ‘value’ in over a decade, falling 22.4% on the 2014 peak. Other research suggests that supply currently exceeds demand by very significant levels, especially in the south of England.
The headwinds to positive buyer sentiment appear significant in the next 6 months, with strikes by the doctors, uncertainties in the job market, wage growth, inflation and the autumn budget; excluding global concerns with conflicts and US trading policies. 
The market is generally weak for sellers. This has been demonstrated by the lack of sales across the Company residential loan book in the last 6 months. Houses at Ovingdean and the large house at Braunton have seen asking price falls after failed campaigns during the usually lively Spring market. The final unit at Middle Barton was sold in March for £650,000 bringing an end to the Companies’ activities as mortgagee in possession of this 9 unit development.
Issues are now being experienced across most of the Company loans with LPA Receivers appointed at Norwich, Deptford, Barnstaple and Maidenhead. An administrator has been appointed over the borrower entity at Seaton. Significant provisions are in place against the Norwich, Deptford, Braunton, Wandsworth and Barnstaple loans. The schemes at Maidenhead and Seaton appear likely to be supported by the senior lenders and built out but they are under threat and monitored continuously. 

 
Page 3

 

STRATA RESIDENTIAL FINANCE PLC

STRATEGIC REPORT (CONTINUED)
FOR THE YEAR ENDED 31 MARCH 2025

Business review (continued)
Delays to schemes causes great damage and the post Covid perfect storm of construction delays, rising construction costs, labour shortfalls, rising interest rates and a disappointing sales market appear to be affecting many schemes across the UK, not just in the Companies’ portfolio.
The Company has put in place a new SBP with the aim of significantly reducing trading risk, moving away from development related lending and focussing on secure short term loans with interest payable (not receivable) and a significantly reduced cost base.
At the discretion of the shareholders and in compliance with the terms of the Strategic Business Plan (‘SBP’), if, from time to time there is cash in the company and sufficient profit has been generated, then dividends will be paid to A shareholders in proportion to the shares held by them. The SBP for the company envisages the payment of dividends for A shareholders with a target of 7% per annum per £1.00 A share. The board has the authority to incrementally increase this target dividend.

Principal risks and uncertainties
 
The financial instruments used by the Company arise wholly and directly from its activities. The financial instruments comprise debtors (borrowers), cash at bank and trade creditors. The Company has no borrowings.
The Company has put in place the following measures in order to manage the financial risks arising from these financial instruments.

Financial key performance indicators
 
The key performance indicators used by the Company are detailed in the SBP and the current Information Memorandum prepared by the Company. The Company targets a pre-tax profit of 7% per annum.
The Company has greatly enhanced governance and the reporting of key performance indicators to ensure optimal business performance, including monthly reporting of key metrics to the board.

Other key performance indicators
 
The non financial key performance indicators for the Company include:
The Company considers communication with the shareholders to be of significant importance and seeks to deliver a Trading Statement twice a year in addition to the delivery of formal accounts. The directors of the Company make their contact details freely available to all shareholders to enable personal communication on an ongoing basis.
All future lending is to be through the Proplend platform and this enables a significant spread of risk across different commercial property types, loan size and regional split.
The Company is rigorous in selecting suitable projects and borrowers for new loans.
Key performance indicators are maintained across all parts of the business to ensure we are constantly monitoring and challenging our results.

Page 4

 

STRATA RESIDENTIAL FINANCE PLC

STRATEGIC REPORT (CONTINUED)
FOR THE YEAR ENDED 31 MARCH 2025

Statement by the directors on performance of their statutory duties in accordance with S172 (1) Companies Act 2006
 
The board of directors of Strata Residential Finance PLC consider, both individually and together, that they have acted in the way they consider, in good faith, would be most likely to promote the success of the Company for the benefit of its members as a whole in decisions taken during the year ended 31 March 2025 and in full compliance with the new SBP. The change of SBP authorised at the March 2025 General Meeting is a comprehensive reshape of the business to reduce risk, avoid future losses and generate attractive returns going forwards, whilst also implementing the succession planning authorised at the September Annual General Meeting.

Our SBP was designed to have a long term beneficial impact on the Company and to contribute to its success in delivering an efficient and well regarded business capable of paying regular dividends of in excess of 7% per annum per £1.00 A share to shareholders and to maintain similar attractive performance to C shareholders.
 
Our employees are fundamental to the delivery of our plan. The only Company employees are the directors. We aim to be a responsible employer in our approach to the pay and benefits our employees receive. The health, safety and well being of our employees is one of our primary considerations in the way we conduct business.
 
Our customers are the borrowers that approach the Company seeking the financial assistance of the Company to advance their projects to mutual benefit. The Company strives to maintain a consistent and  fair image in its marketplace and to treat borrowers fairly to achieve business results that develop the reputation of the Company further.
 
We work with our professional advisers to help drive change in our organisation through promoting new ideas and ways of working, whilst working with our borrowers to ensure that they reflect the same values and behaviours that we expect from our own people. The board has sight of all the construction processes in place and receives regular updates on any matters of significance.
 
As well as borrowers and advisers, we seek to build strong relationships with other key stakeholders in the areas in which we operate, such as financial advisers and wealth managers. Our directors take an active interest in these connections and participate where possible in building such relationships and are  proactive in developing investor interest in the Company to assist in maintaining share liquidity. The Company has not failed to meet a share Withdrawal request to date.
 
Our SBP took into account the impact of the Company's operations on the community and environment and our wider societal responsibilities. All schemes subject to Company loans have already been through an exhaustive planning process that takes account of many areas of concern at all levels. The Company does not take on board planning risk and it does not seek to be involved in contentious schemes.

As the board of directors, our intention is to behave responsibly and ensure that the board operates the business in a responsible manner, operating within the high standards of business conduct and good governance expected for a business such as ours and in doing so, will contribute to the delivery of the SBP. The intention is to nurture our reputation, through both the construction and delivery of our plan, that reflects our responsible behaviour.

As the board of directors, our intention is to behave responsibly toward our shareholders and treat them fairly and equally, so they too may benefit from the successful delivery of the SBP.

Page 5

 

STRATA RESIDENTIAL FINANCE PLC

STRATEGIC REPORT (CONTINUED)
FOR THE YEAR ENDED 31 MARCH 2025


This report was approved by the board and signed on its behalf.



Simon Hawley
Director

Date: 25 September 2025

Page 6

 

STRATA RESIDENTIAL FINANCE PLC

DIRECTORS' REPORT
FOR THE YEAR ENDED 31 MARCH 2025

The directors present their report and the financial statements for the year ended 31 March 2025.

Results and dividends

The loss for the year, after taxation, amounted to £4,229,225 (2024 - loss £736,349).

No interim ordinary dividend was paid for A shares (2024: £253,515). The directors continue to follow the Strategic Business Plan and do not recommend the payment of a final dividend.

Directors

The directors who served during the year were:

Hugh Colville 
Simon Hawley 
Christopher Hector 
David Norman 
Brian Bartaby (appointed 26 March 2025)
Matt Carson (appointed 26 March 2025)

Future developments

The Company adopted and continues to follow a new Strategic Business Plan, which was put in place following the Annual General Meeting held in September 2024.

Matters covered in the Strategic report

As permitted by s414c(11) of the Companies Act 2006, the directors have elected to disclose information, required to be in the directors' report by Schedule 7 of the 'Large and Medium-sized Companies and Groups (Accounts and Reports) Regulations 2008', in the strategic report.

Disclosure of information to auditor

Each of the persons who are directors at the time when this directors' report is approved has confirmed that:
 
so far as the director is aware, there is no relevant audit information of which the Company's auditor is unaware, and

the director has taken all the steps that ought to have been taken as a director in order to be aware of any relevant audit information and to establish that the Company's auditor is aware of that information.

This report was approved by the board and signed on its behalf.
 





Simon Hawley
Director

Date: 25 September 2025

Page 7

 

STRATA RESIDENTIAL FINANCE PLC
 
DIRECTORS' RESPONSIBILITIES STATEMENT
FOR THE YEAR ENDED 31 MARCH 2025

The directors are responsible for preparing the strategic report, the directors' report and the financial statements in accordance with applicable law and regulations.

Company law requires the directors to prepare financial statements for each financial year. Under that law the directors have elected to prepare the financial statements in accordance with applicable law and United Kingdom Accounting Standards (United Kingdom Generally Accepted Accounting Practice), including Financial Reporting Standard 102 ‘The Financial Reporting Standard applicable in the UK and Republic of Ireland'. Under company law the directors must not approve the financial statements unless they are satisfied that they give a true and fair view of the state of affairs of the Company and of the profit or loss of the Company for that period.

 In preparing these financial statements, the directors are required to:

select suitable accounting policies for the Company's financial statements and then apply them consistently;

make judgements and accounting estimates that are reasonable and prudent;

state whether applicable UK Accounting Standards have been followed, subject to any material departures disclosed and explained in the financial statements;

prepare the financial statements on the going concern basis unless it is inappropriate to presume that the Company will continue in business.

The directors are responsible for keeping adequate accounting records that are sufficient to show and explain the Company's transactions and disclose with reasonable accuracy at any time the financial position of the Company and to enable them to ensure that the financial statements comply with the Companies Act 2006They are also responsible for safeguarding the assets of the Company and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities.

Page 8

 

STRATA RESIDENTIAL FINANCE PLC

INDEPENDENT AUDITOR'S REPORT TO THE MEMBERS OF STRATA RESIDENTIAL FINANCE PLC
 FOR THE YEAR ENDED 31 MARCH 2025

Opinion


We have audited the financial statements of Strata Residential Finance Plc (the 'Company') for the year ended 31 March 2025, which comprise the profit and loss account, the balance sheet, the statement of changes in equity, the statement of cash flows and the notes to the financial statements, including significant accounting policiesThe financial reporting framework that has been applied in their preparation is applicable law and United Kingdom Accounting Standards, including Financial Reporting Standard 102 ‘The Financial Reporting Standard applicable in the UK and Republic of Ireland' (United Kingdom Generally Accepted Accounting Practice).


In our opinion the financial statements:


give a true and fair view of the state of the Company's affairs as at 31 March 2025 and of its loss for the year then ended;
have been properly prepared in accordance with United Kingdom Generally Accepted Accounting Practice; and
have been prepared in accordance with the requirements of the Companies Act 2006.


Basis for opinion


We conducted our audit in accordance with International Standards on Auditing (UK) (ISAs (UK)) and applicable law. Our responsibilities under those standards are further described in the Auditor's responsibilities for the audit of the financial statements section of our report. We are independent of the Company in accordance with the ethical requirements that are relevant to our audit of the financial statements in the United Kingdom, including the Financial Reporting Council's Ethical Standard and we have fulfilled our other ethical responsibilities in accordance with these requirements. We believe that the audit evidence we have obtained is sufficient and appropriate to provide a basis for our opinion.


Conclusions relating to going concern


In auditing the financial statements, we have concluded that the directors' use of the going concern basis of accounting in the preparation of the financial statements is appropriate.


Based on the work we have performed, we have not identified any material uncertainties relating to events or conditions that, individually or collectively, may cast significant doubt on the Company's ability to continue as a going concern for a period of at least twelve months from when the financial statements are authorised for issue.


Our responsibilities and the responsibilities of the directors with respect to going concern are described in the relevant sections of this report.


Page 9

 

STRATA RESIDENTIAL FINANCE PLC

INDEPENDENT AUDITOR'S REPORT TO THE MEMBERS OF STRATA RESIDENTIAL FINANCE PLC (CONTINUED)
FOR THE YEAR ENDED 31 MARCH 2025

Other information


The other information comprises the information included in the annual report other than the financial statements and our auditor's report thereon. The directors are responsible for the other information contained within the annual reportOur opinion on the financial statements does not cover the other information and, except to the extent otherwise explicitly stated in our report, we do not express any form of assurance conclusion thereon. Our responsibility is to read the other information and, in doing so, consider whether the other information is materially inconsistent with the financial statements or our knowledge obtained in the course of the audit, or otherwise appears to be materially misstated. If we identify such material inconsistencies or apparent material misstatements, we are required to determine whether this gives rise to a material misstatement in the financial statements themselves. If, based on the work we have performed, we conclude that there is a material misstatement of this other information, we are required to report that fact.


We have nothing to report in this regard.


Opinion on other matters prescribed by the Companies Act 2006
 

In our opinion, based on the work undertaken in the course of the audit:


the information given in the strategic report and the directors' report for the financial year for which the financial statements are prepared is consistent with the financial statements; and
the strategic report and the directors' report have been prepared in accordance with applicable legal requirements.


Matters on which we are required to report by exception
 

In the light of the knowledge and understanding of the Company and its environment obtained in the course of the audit, we have not identified material misstatements in the strategic report or the directors' report.


We have nothing to report in respect of the following matters in relation to which the Companies Act 2006 requires us to report to you if, in our opinion:


adequate accounting records have not been kept, or returns adequate for our audit have not been received from branches not visited by us; or
the financial statements are not in agreement with the accounting records and returns; or
certain disclosures of directors' remuneration specified by law are not made; or
we have not received all the information and explanations we require for our audit.


Responsibilities of directors
 

As explained more fully in the directors' responsibilities statement set out on page 8, the directors are responsible for the preparation of the financial statements and for being satisfied that they give a true and fair view, and for such internal control as the directors determine is necessary to enable the preparation of financial statements that are free from material misstatement, whether due to fraud or error.


In preparing the financial statements, the directors are responsible for assessing the Company's ability to continue as a going concern, disclosing, as applicable, matters related to going concern and using the going concern basis of accounting unless the directors either intend to liquidate the Company or to cease operations, or have no realistic alternative but to do so.


Page 10

 

STRATA RESIDENTIAL FINANCE PLC

INDEPENDENT AUDITOR'S REPORT TO THE MEMBERS OF STRATA RESIDENTIAL FINANCE PLC (CONTINUED)
FOR THE YEAR ENDED 31 MARCH 2025

Auditor's responsibilities for the audit of the financial statements
 

Our objectives are to obtain reasonable assurance about whether the financial statements as a whole are free from material misstatement, whether due to fraud or error, and to issue an auditor's report that includes our opinion. Reasonable assurance is a high level of assurance, but is not a guarantee that an audit conducted in accordance with ISAs (UK) will always detect a material misstatement when it exists. Misstatements can arise from fraud or error and are considered material if, individually or in the aggregate, they could reasonably be expected to influence the economic decisions of users taken on the basis of these financial statements.


Irregularities, including fraud, are instances of non-compliance with laws and regulations. We design procedures in line with our responsibilities, outlined above, to detect material misstatements in respect of irregularities, including fraud. The extent to which our procedures are capable of detecting irregularities, including fraud is detailed below:

the engagement partner ensured that the engagement team collectively had the appropriate competence, capabilities and skills to identify or recognise non-compliance with applicable laws and regulations;
we identified the laws and regulations applicable to the company through discussions with directors and other management, and from our commercial knowledge and experience of the residential development sector;
we focused on specific laws and regulations which we considered may have a direct material effect on the financial statements or the operations of the company, including the Companies Act 2006 and taxation legislation;
we assessed the extent of compliance with the laws and regulations identified above through making enquiries of management; and
identified laws and regulations were communicated within the audit team regularly and the team remained alert to instances of non-compliance throughout the audit.

We assessed the susceptibility of the company’s financial statements to material misstatement, including obtaining an understanding of how fraud might occur, by:

making enquiries of management as to where they considered there was susceptibility to fraud, their knowledge of actual, suspected and alleged fraud; and
considering the internal controls in place to mitigate risks of fraud and non-compliance with laws and regulations.

To address the risk of fraud through management bias and override of controls, we:

performed analytical procedures to identify any unusual or unexpected relationships;
tested a sample of journal entries to identify unusual transactions;
assessed whether judgments and assumptions made in determining the accounting estimates set out in note
3 were indicative of potential bias; and
investigated the rationale behind significant or unusual transactions.

In response to the risk of irregularities and non-compliance with laws and regulations, we designed procedures
which included, but were not limited to:
 
agreeing financial statement disclosures to underlying supporting documentation;
reading the minutes of meetings of those charged with governance;
enquiring of management as to actual and potential litigation and claims; and
reviewing correspondence with HM Revenue and Customs.
 
Page 11

 

STRATA RESIDENTIAL FINANCE PLC

INDEPENDENT AUDITOR'S REPORT TO THE MEMBERS OF STRATA RESIDENTIAL FINANCE PLC (CONTINUED)
FOR THE YEAR ENDED 31 MARCH 2025

Auditor's responsibilities for the audit of the financial statements (continued)

There are inherent limitations in our audit procedures described above. The more removed that laws and regulations are from financial transactions, the less likely it is that we would become aware of non compliance. Auditing standards also limit the audit procedures required to identify non-compliance with laws and regulations to enquiry of the directors and other management and the inspection of regulatory and legal correspondence, if any.

Material misstatements that arise due to fraud can be harder to detect than those that arise from error as they may involve deliberate concealment or collusion.


A further description of our responsibilities for the audit of the financial statements is located on the Financial Reporting Council's website at: www.frc.org.uk/auditorsresponsibilities. This description forms part of our auditor's report.


Use of our report
 

This report is made solely to the Company's members, as a body, in accordance with Chapter 3 of Part 16 of the Companies Act 2006Our audit work has been undertaken so that we might state to the Company's members those matters we are required to state to them in an auditor's report and for no other purpose. To the fullest extent permitted by law, we do not accept or assume responsibility to anyone other than the Company and the Company's members, as a body, for our audit work, for this report, or for the opinions we have formed.





Heather Powell FCA (senior statutory auditor)
  
for and on behalf of
Blick Rothenberg Audit LLP
 
Chartered Accountants
Statutory Auditor
  
16 Great Queen Street
Covent Garden
London
WC2B 5AH

 
Date: 
25 September 2025
Page 12

 

STRATA RESIDENTIAL FINANCE PLC
 
PROFIT AND LOSS ACCOUNT
FOR THE YEAR ENDED 31 MARCH 2025

2025
2024
Note
£
£

  

Turnover
 4 
2,149,365
2,828,350

Gross profit
  
2,149,365
2,828,350

Administrative expenses
  
(6,157,465)
(3,962,220)

Operating loss
  
(4,008,100)
(1,133,870)

Interest receivable and similar income
 8 
20,289
156,107

Loss before tax
  
(3,987,811)
(977,763)

Tax on loss
 9 
(241,414)
241,414

Loss for the financial year
  
(4,229,225)
(736,349)

There are no items of other comprehensive income for either the year or the prior year other than the loss for the year or prior year. Accordingly, no statement of comprehensive income has been presented.

Page 13


 
REGISTERED NUMBER:09329385
STRATA RESIDENTIAL FINANCE PLC

BALANCE SHEET
AS AT 31 MARCH 2025

2025
2024
Note
£
£

  

Current assets
  

Debtors: amounts falling due after more than one year
 11 
400,000
1,891,490

Debtors: amounts falling due within one year
 11 
15,926,378
25,212,447

Cash at bank and in hand
 12 
3,139,637
1,545,930

  
19,466,015
28,649,867

Creditors: amounts falling due within one year
 13 
(85,555)
(1,072,102)

Net current assets
  
 
 
19,380,460
 
 
27,577,765

Total assets less current liabilities
  
19,380,460
27,577,765

  

Net assets
  
19,380,460
27,577,765


Capital and reserves
  

Called up share capital 
 15 
199,381
23,337,764

Share premium account
 16 
211,408
211,408

Other reserves
 18 
19,738,663
-

Profit and loss account
 17 
(768,992)
4,028,593

Total equity
  
19,380,460
27,577,765


The financial statements were approved and authorised for issue by the board and were signed on its behalf on 25 September 2025.




Simon Hawley
Director

The notes on pages 17 to 27 form part of these financial statements.

Page 14

 

STRATA RESIDENTIAL FINANCE PLC

STATEMENT OF CHANGES IN EQUITY
FOR THE YEAR ENDED 31 MARCH 2025


Called up share capital
Share premium account
Other reserves
Profit and loss account
Total equity

£
£
£
£
£


At 1 April 2023
23,684,331
107,103
-
5,131,596
28,923,030



Loss for the financial year
-
-
-
(736,349)
(736,349)

Dividends: Equity capital
-
-
-
(253,515)
(253,515)

Shares issued during the year
208,565
104,305
-
-
312,870

Shares cancelled during the year
(555,132)
-
-
-
(555,132)

Other distributions
-
-
-
(113,139)
(113,139)



At 1 April 2024
23,337,764
211,408
-
4,028,593
27,577,765



Loss for the financial year
-
-
-
(4,229,225)
(4,229,225)

Shares cancelled during the year
(3,399,720)
-
-
-
(3,399,720)

Reduction of issued capital
(19,738,663)
-
19,738,663
(568,360)
(568,360)


At 31 March 2025
199,381
211,408
19,738,663
(768,992)
19,380,460


The notes on pages 17 to 27 form part of these financial statements.

Page 15

 

STRATA RESIDENTIAL FINANCE PLC

STATEMENT OF CASH FLOWS
FOR THE YEAR ENDED 31 MARCH 2025

2025
2024
£
£

Cash flows from operating activities

Loss for the financial year
(4,229,225)
(736,349)

Adjustments for:

Interest received
(20,289)
(156,107)

Taxation charge/(credit)
241,414
(241,414)

Decrease/(increase) in debtors
10,536,145
(7,780,177)

(Decrease)/increase in creditors
(986,547)
823,594

Corporation tax paid
-
(163,103)

Net cash generated/(used in) from operating activities

5,541,498
(8,253,556)


Cash flows from investing activities

Interest received
20,289
156,107

Net cash from investing activities

20,289
156,107

Cash flows from financing activities

Issue of ordinary shares
-
312,871

Withdrawal of ordinary shares
(3,399,720)
(555,132)

Dividends paid
-
(253,515)

Other distributions
(568,360)
(113,139)

Net cash used in financing activities
(3,968,080)
(608,915)

Net increase/(decrease) in cash and cash equivalents
1,593,707
(8,706,364)

Cash and cash equivalents at beginning of year
1,545,930
10,252,294

Cash and cash equivalents at the end of year
3,139,637
1,545,930


Cash and cash equivalents at the end of year comprise:

Cash at bank and in hand
3,139,637
1,545,930


The notes on pages 17 to 27 form part of these financial statements.

Page 16

 

STRATA RESIDENTIAL FINANCE PLC

NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 MARCH 2025

1.


General information

Strata Residential Finance PLC is a public company limited by shares incorporated in England and Wales. The registered office is Terminal Buildings, Blackbushe Airport, Blackwater, Camberley, GU17 9LQ.
The financial statements are presented in Sterling (£), which is the functional currency of the company. Monetary amounts in these financial statements are rounded to the nearest £.

2.Accounting policies

 
2.1

Basis of preparation of financial statements

The financial statements have been prepared under the historical cost convention unless otherwise specified within these accounting policies and in accordance with Financial Reporting Standard 102, the Financial Reporting Standard applicable in the UK and the Republic of Ireland and the Companies Act 2006.

The preparation of financial statements in compliance with FRS 102 requires the use of certain critical accounting estimates. It also requires management to exercise judgement in applying the Company's accounting policies (see note 3).

The following principal accounting policies have been applied:

 
2.2

Going concern

After making enquiries, the directors have a reasonable expectation that the company has adequate resources to continue in operational existence and meet its liabilities as they fall due for the foreseeable future, being a period of at least twelve months from the date these financial statements were approved. Accordingly, they continue to adopt the going concern basis in preparing the financial statements.

 
2.3

Revenue

Revenue represents amounts received and receivable for interest and associated income from the relevant trade debtors to the company.
Revenue is recognised and measured as the fair value of the consideration receivable when it falls due. 

 
2.4

Interest income

Interest income is recognised in profit or loss using the effective interest method.

 
2.5

Cash

Cash is represented by cash in hand and deposits with financial institutions repayable without penalty on notice of not more than 24 hours.

In the statement of cash flows, cash and cash equivalents are shown net of bank overdrafts that are repayable on demand and form an integral part of the Company's cash management.

Page 17

 

STRATA RESIDENTIAL FINANCE PLC

NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 MARCH 2025

2.Accounting policies (continued)


2.6

Financial instruments

The Company has elected to apply Sections 11 and 12 of FRS 102 in respect of financial instruments.

Financial assets and financial liabilities are recognised when the Company becomes party to the contractual provisions of the instrument. 

Financial liabilities and equity instruments are classified according to the substance of the contractual arrangements entered into. An equity instrument is any contract that evidences a residual interest in the assets of the Company after deducting all of its liabilities. 
 
The Company’s policies for its major classes of financial assets and financial liabilities are set out below. 

Financial assets
Basic financial assets, including trade and other debtors, cash and bank balances are initially recognised at transaction price, unless the arrangement constitutes a financing transaction, where the transaction is measured at the present value of the future receipts discounted at a market rate of interest for a similar debt instrument. Financing transactions are those in which payment is deferred beyond normal business terms or is financed at a rate of interest that is not a market rate.

Such assets are subsequently carried at amortised cost using the effective interest rate method, less any impairment.
 
Financial liabilities

Basic financial liabilities, including other creditors are initially recognised at transaction price, unless the arrangement constitutes a financing transaction, where the debt instrument is measured at the present value of the future payments discounted at a market rate of interest for a similar debt instrument. Financing transactions are those in which payment is deferred beyond normal business terms or is financed at a rate of interest that is not a market rate.

Debt instruments are subsequently carried at amortised cost, using the effective interest rate method.

Page 18

 

STRATA RESIDENTIAL FINANCE PLC

NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 MARCH 2025

2.Accounting policies (continued)





Financial instruments (continued)

Impairment of financial assets
Financial assets measured at cost and amortised cost are assessed at the end of each reporting period for objective evidence of impairment. If objective evidence of impairment is found, an impairment loss is recognised in the profit and loss account. 

For financial assets measured at cost less impairment, the impairment loss is measured as the difference between the asset's carrying amount and the best estimate of the amount the Company would receive for the asset if it were to be sold at the reporting date. 

For financial assets measured at amortised cost, the impairment loss is measured as the difference between the asset's carrying amount and the present value of estimated cash flows discounted at the asset's original effective interest rate. If the financial asset has a variable interest rate, the discount rate for measuring any impairment loss is the current effective interest rate determined under the contract.

If there is a decrease in the impairment loss arising from an event occurring after the impairment was recognised, the impairment is reversed. The reversal is such that the current carrying amount does not exceed what the carrying amount would have been had the impairment not previously been recognised. The impairment reversal is recognised in profit or loss.

Derecognition of financial assets and financial liabilities
Financial assets are derecognised when (a) the contractual rights to the cash flows from the asset expire or are settled, or (b) substantially all the risks and rewards of the ownership of the asset are transferred to another party or (c) despite having retained some significant risks and rewards of ownership, control of the asset has been transferred to another party who has the practical ability to unilaterally sell the asset to an unrelated third party without imposing additional restrictions. 
 
Financial liabilities are derecognised when the liability is extinguished, that is when the contractual obligation is discharged, cancelled or expires.

Offsetting of financial assets and financial liabilities
Financial assets and liabilities are offset and the net amount reported in the balance sheet when there is an enforceable right to set off the recognised amounts and there is an intention to settle on a net basis or to realise the asset and settle the liability simultaneously.

 
2.7

Dividends

Equity dividends are recognised when they become legally payable. Interim equity dividends are recognised when paid. Final equity dividends are recognised when approved by the shareholders at an annual general meeting.

Page 19

 

STRATA RESIDENTIAL FINANCE PLC

NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 MARCH 2025

2.Accounting policies (continued)

 
2.8

Current and deferred taxation

The tax expense for the year comprises current and deferred tax. Tax is recognised in profit or loss except that a charge attributable to an item of income and expense recognised as other comprehensive income or to an item recognised directly in equity is also recognised in other comprehensive income or directly in equity respectively.

The current income tax charge is calculated on the basis of tax rates and laws that have been enacted or substantively enacted by the balance sheet date in the countries where the Company operates and generates income.

Deferred tax balances are recognised in respect of all timing differences that have originated but not reversed by the balance sheet date, except that:
The recognition of deferred tax assets is limited to the extent that it is probable that they will be recovered against the reversal of deferred tax liabilities or other future taxable profits; and
Any deferred tax balances are reversed if and when all conditions for retaining associated tax allowances have been met.

Deferred tax balances are not recognised in respect of permanent differences. Deferred tax is determined using tax rates and laws that have been enacted or substantively enacted by the balance sheet date.



3.


Judgements in applying accounting policies and key sources of estimation uncertainty

In the application of the company’s accounting policies, the directors are required to make estimates and assumptions about the carrying amount of assets and liabilities that are not readily apparent from other sources. The estimates and associated assumptions are based on historical experience and other factors that are considered to be relevant. Actual results may differ from these estimates.
The estimates and underlying assumptions are reviewed on an ongoing basis. Revisions to accounting estimates are recognised in the period in which the estimate is revised where the revision affects only that period, or in the period of the revision and future periods where the revision affects both current and future periods.
Critical judgements
The following judgments (apart from those involving estimates) have had the most significant effect on amounts recognised in the financial statements.
Key accounting estimates and assumptions
Recoverability of receivables
The company establishes a provision for loans receivable from developers (trade debtors) that are estimated not to be recoverable. When assessing recoverability the directors consider factors such as the ageing of the receivables, past experience of recoverability and the credit profile of the developer.

Page 20

 

STRATA RESIDENTIAL FINANCE PLC

NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 MARCH 2025

4.


Turnover

An analysis of turnover by class of business is as follows:


2025
2024
£
£

Interest received/receivables from trade debtors
2,133,215
2,769,610

Loan arrangement fees receivable
16,150
58,740

2,149,365
2,828,350


All turnover arose within the United Kingdom.


5.


Auditor's remuneration

2025
2024
£
£

Fees payable to the Company's auditor and its associates for the audit of the Company's financial statements
13,100
13,100

Fees payable to the company's auditor and its associates in respect of:

Taxation compliance services
2,800
2,800

6.


Employees

Staff costs, including directors' remuneration, were as follows:


2025
2024
£
£

Wages and salaries
220,000
220,000

Social security costs
20,337
20,337

240,337
240,337


The average monthly number of employees, including the directors, during the year was as follows:


        2025
        2024
            No.
            No.







Management
4
4

Page 21

 

STRATA RESIDENTIAL FINANCE PLC

NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 MARCH 2025

7.


Directors' remuneration

2025
2024
£
£

Directors' emoluments
220,000
220,000


The highest paid director received remuneration of £55,000 (2024 - £55,000).


8.


Interest receivable

2025
2024
£
£


Bank interest receivable
20,289
156,107


9.


Taxation


2025
2024
£
£



Deferred tax


Origination and reversal of timing differences
241,414
(241,414)

Total deferred tax
241,414
(241,414)


Tax on loss
241,414
(241,414)
Page 22

 

STRATA RESIDENTIAL FINANCE PLC

NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 MARCH 2025
 
9.Taxation (continued)


Factors affecting tax charge for the year

The tax assessed for the year is higher than (2024 - lower than) the standard rate of corporation tax in the UK of 25% (2024 - 25%). The differences are explained below:

2025
2024
£
£


Loss on ordinary activities before tax
(3,987,811)
(977,763)


Loss on ordinary activities multiplied by standard rate of corporation tax in the UK of 25% (2024 - 25%)
(996,953)
(244,441)

Effects of:


Expenses not deductible for tax purposes
17,996
3,027

Unrelieved tax losses carried forward
1,220,371
-

Total tax charge/(credit) for the year
241,414
(241,414)


Factors that may affect future tax charges

There were no factors that may affect future tax charges.


10.


Dividends

2025
2024
£
£



Interim paid
-
253,515

Other distributions
568,360
113,139

568,360
366,654

Other distributions represent profit shares paid to outgoing investors.

Page 23

 

STRATA RESIDENTIAL FINANCE PLC

NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 MARCH 2025

11.


Debtors

2025
2024
£
£

Due after more than one year

Trade debtors
400,000
1,891,490


2025
2024
£
£

Due within one year

Trade debtors
15,887,513
19,910,163

Other debtors
38,865
5,060,810

Prepayments and accrued income
-
60

Deferred taxation
-
241,414

15,926,378
25,212,447


Subsequent to the year-end, additional provisions totalling £809,126 were made against two loans that had already been partially provided for. As these adjustments relate to conditions that arose after 31 March 2025, they have not been reflected in the financial statements for the year then ended.


12.


Cash

2025
2024
£
£

Cash at bank and in hand
3,139,637
1,545,930



13.


Creditors: amounts falling due within one year

2025
2024
£
£

Other creditors
-
11,573

Accruals and deferred income
85,555
1,060,529

85,555
1,072,102


Page 24

 

STRATA RESIDENTIAL FINANCE PLC

NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 MARCH 2025

14.


Deferred taxation




2025


£






At beginning of year
241,414


Credit to profit or loss
(241,414)



At end of year
-

The deferred tax asset is made up as follows:

2025
2024
£
£


Tax losses carried forward
-
241,414


15.


Share capital

2025
2024
£
£
Allotted, called up and fully paid



Nil (2024 - 14,946,630) redeemable ordinary A shares of £1.00 each
-
14,946,630
Nil (2024 - 8,391,134) redeemable ordinary C shares of £1.00 each
-
8,391,134
12,422,962 (2024 - Nil) redeemable ordinary A shares of £0.01 each
124,230
-
7,515,082 (2024 - Nil) redeemable ordinary C shares of £0.01 each
75,151
-
1 (2024 - Nil) Deferred share of £0.01
-
-

199,381

23,337,764

On 14 January 2025, a special resolution was passed and subsequently confirmed by the courts that the capital of the company should be reduced by way of the nominal value of each of the shares in the capital of the company be reduced from £1.00 to £0.01.
The holders of the redeemable A and C ordinary shares have the right to receive notice of, to attend and to vote at all general meetings of the PLC. The A shareholders are also entitled to a dividend, subject to the discretion of the board and in accordance with the provisions of the articles.
The C shareholders are not entitled to a dividend or other distributions.
The deferred shares shall not have any voting rights except where there are no redeemable A or C shares in issue.


Page 25

 

STRATA RESIDENTIAL FINANCE PLC

NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 MARCH 2025

15.


Share capital (continued)

Reconciliation of movements during the year

Redeemable A shares - £1.00
Redeemable C shares - £1.00
Redeemable A shares - £0.01
Redeemable C shares - £0.01
Deferred shares - £0.01

At 1 April 2024

14,946,630

8,391,134

-
 
-
 
-

Issue of fully paid shares

-

-

-
 
-
 
-

Cancellation of shares

(2,523,668)

(876,052)

-
 
-
 
-

Share conversion

(12,422,962)

(7,515,082)

124,230
 
75,151
 
-


-

-

124,230
 
75,151
 
-



16.


Share premium account

2025
2024
£
£



At the beginning of the year
211,409
107,103

Issue of new shares
-
104,305

At the end of the year
211,409
211,408

The share premium reserve includes any premiums received on issue of share capital. Any transaction costs associated with the issuing of shares are deducted from share premium.


17.


Profit and loss reserves

2025
2024
£
£



At the beginning of the year
4,028,593
5,131,596

Loss for the year
(4,229,225)
(736,349)

Dividends
-
(253,515)

Other distributions
(568,360)
(113,139)

At the end of the year
(768,992)
4,028,593

The profit and loss account includes all current and prior period retained profits and losses.


18.


Reserves

Other reserves

The other reserve is arising from the reduction of the share capital of the Company by the way of the nominal value of each of the shares in the capital of the Company reducing from £1.00 to £0.01.

Page 26

 

STRATA RESIDENTIAL FINANCE PLC

NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 MARCH 2025

19.


Related party transactions

evolve Fund Services Limited ('evolve') was paid £469,547 (2024:  £463,062) for the asset management of the business on behalf of the PLC and Davon Limited ('Davon') was also paid £469,547 (2024: £463,062) for funding advisory services. The directors of the PLC have a controlling interest in both companies.
The fees paid to evolve and Davon cover all company rent, rates, insurance and service charge. Additionally, the fees cover IT, telecommunication, postage, travel, meetings, office running costs, repairs and maintenance as well as staff costs other than the four directors.
Total remuneration in respect of the key management personnel relates solely to the directors' remuneration which is set out in note 7.


20.


Controlling party

There is no single overall controlling party.

 
Page 27