| Market: |
Panel |
| Lead Source: |
an estate agency company and also looking at an IFA introducer. Also very well known in the community |
| Additional Licences: |
mortgage, protection and GI |
| Annual Production: |
70000.00 |
| Rev Fees: |
one advisor which is the business |
| Disclosures: |
none
Tom is an advisor for acumen MS and has been through the onboarding as an advisor.
|
| Network Charge: |
Other |
| Additional: |
Network fee - same as what it is for acumen?
Other information -
Tom is an advisor for Acumen but is planning on leaving acumen and starting this limited company with a non-selling business partner James. James has an estate agency and will be an introducer to this business.
there will be no need for an induction course for Tom as he has already completed and has a good track record with business standards under Acumen MS.
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