Fact Find
| Market: | Panel |
| Lead Source: | MIMA has sufficient leads and Sarah will be generating her own leads s she completes her training |
| Additional Licences: | mortgage, protection and GI |
| Annual Production: | 60000.00 |
| Rev Fees: | 1 additional advisor |
| Disclosures: | nothing disclosed |
| Network Charge: | Other |
| Additional: | no change to network charges has been in financial services since 2004 but last advised on mortgages in a bank in 2009. Fully CeMAP qualified but no experience as WOM and not advised for a number of years. Rebecca is happy with this and discussed with BDM the training that she wants to provide which BDM will be supporting with. Business standards have no concerns with Rebecca recruiting. |