Fact Find
| Market: | Panel |
| Lead Source: | Replace advisor for the business/ Existing client bank |
| Additional Licences: | ER licence |
| Annual Production: | 50000.00 |
| Rev Fees: | Paid by business |
| Disclosures: | Prior to working with Smooth Financial, Anesh's previous company was under intrinsic, when Anesh's left this employer the split was acrimonious and salary withheld. Anesh has taken court action and the matter was resolved in his favour and commissions paid. This had no impact when he joined Primis, from Instrinic but wanted to disclose. |
| Network Charge: | 12.5 |
| Additional: | Anesh has been a CAS advisor with Smooth Financial in Lincoln for the last 12 months under Primis |