Fact Find

Market: Whole of Market
Lead Source: Existing Client bank and Bubble leads
Additional Licences: None
Annual Production: 70000.00
Rev Fees: Paid by business
Disclosures: Michael has been a CAS advisor under Quilter for the last 3 years. Nothing to declare. Michael has spoke to Bubble and moving over due to the lack of leads with current firm. Joining Bubble on a SE basis. This recruitment has already been agreed by BSM
Network Charge: 12.5
Additional: NA
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