| Please provide below as a percentage of where your business will be derived from | |
| Introducers | 25 |
| Client Retention | 50 |
| Client Referrals | 25 |
| Purchase of Leads | 0 |
| Other | 0 |
| If other, please provide details of source | |
| Introducers – if you have provided a percentage above for introducers, please provide the following: | |
| Name of Firm/individual | Margaret Callan |
| Will they be referring protection business | Yes |
| Will they be advertising your services | No |
| 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. | Oakview Corporate Services NI608963 - Dissolved - Provided corporate accommodation & services.
Mortgage Funding Ltd NI613926 - Dormant then Dissolved
Active Rewards Ltd NI630153 - Dissolved - Marketing company providing leads for previous Active Financial Broker business.
Active Scot Ltd NI637834 - Dissolved - Provided leads for previous Active Financial Broker business.
FJ Cullen - Secretary - Dissolved
Director Later Life Financial Solutions - Disolved.
Glenoak McAuley LLP - Director. This company was set up to manage my property portfolio, at that time. We did not continue with this, due to the property crash in 2008. Therefore, it was dormant and then dissolved.
No debt was ever associated with any of these Companies. |
| 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. | |