Business Information

Please provide below as a percentage of where your business will be derived from
Introducers70
Client Retention0
Client Referrals30
Purchase of Leads0
Other0
If other, please provide details of sourceNone
Introducers – if you have provided a percentage above for introducers, please provide the following:
Name of Firm/individual Us
Will they be referring protection businessYes
Will they be advertising your servicesYes
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.Palmer and partners estate agents ltd Palmerhumphrey Ltd Tendring lettings ltd this was bought for the lettings portfolio and merged with palmer and partners, the company has now been struck off which is why I didn’t think of mentioning it. Spicer McColl Ltd was over 20 years ago so didn’t think of it spicer McColl is part of the Haart group i left there 16 years ago and am not connected with the company any more.
Please provide details of any other business interests (if N/A, please state)None
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.
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