Business Information

Please provide below as a percentage of where your business will be derived from
Introducers25
Client Retention25
Client Referrals25
Purchase of Leads25
Other0
If other, please provide details of sourceTBC - I will start a fresh and do not currently have any lead sources arranged, however, I plan to use introducers, purchase of leads and client referrals
Introducers – if you have provided a percentage above for introducers, please provide the following:
Name of Firm/individual TBC - I will start a fresh and do not currently have any lead sources arranged, however, I plan to use introducers, purchase of leads and client referrals
Will they be referring protection businessYes
Will they be advertising your servicesNo
Please provide details of ALL companies where you have been a director, company secretary or shareholder. If the company has dissolved, please provide full details including the reason for dissolution and if there was any debt as a result of this. If N/A, please state.N/A
Please provide details of any other business interests (if N/A, please state)N/A
Please indicate how much income you expect to generate over the first 12 months (after becoming an Appointed Representative), that is derived from non-regulated, non-financial services activities.
An unhandled error has occurred. Reload 🗙