Business Information

Please provide below as a percentage of where your business will be derived from
Introducers10
Client Retention20
Client Referrals20
Purchase of Leads5
Other45
If other, please provide details of sourceGoogle and other marketing
Introducers – if you have provided a percentage above for introducers, please provide the following:
Name of Firm/individual Greenwoods Estate Agents
Will they be referring protection businessNo
Will they be advertising your servicesNo
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.Bridging lenders limited. Dormant firm that was going to launch a bridging sourcing tool. It has been mothballed in unlikely event we ever seek to relaunch but we have no plans to do so at present.
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.
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