Fact Find
| Market: | Panel |
| Lead Source: | own client bank and introducers from Adam |
| Additional Licences: | None |
| Annual Production: | 70000.00 |
| Rev Fees: | add an advisor |
| Disclosures: | no disclosures of anything that we should be aware of for Greig's application. further information - * an existing experienced mortgage and protection advisor including years at countrywide. * Currently in mortgages and protection. * Joining on a self employed basis * bring his client bank and adam has a number of leads from new introductors that he will passed. * 70000 income is based on year one and then expect income to grow from their with an increase in client bank. * would like induction course as soon as possible but appreciates that we can update as the onboarding progressing. * support - induction course and training plan being created with BDM to support the Greenlight training as part of the onboarding with them. |
| Network Charge: | Other |
| Additional: | no change to network fees |