Fact Find
| Market: | Panel |
| Lead Source: | Existing lead sources |
| Additional Licences: | None |
| Annual Production: | 60000.00 |
| Rev Fees: | Paid by business |
| Disclosures: | Susan is an AR with Stonebridge already, due to the challenges with Covid she has been unable to generate any volume of leads for the new business. He intended lead source OMA amended its model which has impact directly on Susan. Susan was considering going back to an employed advisor role. However after conversation between BDM, Susan and Craig Boden, Craig is looking to recruit Susan on an SE basis. Business stds are aware and supportive. |
| Network Charge: | 12.5 |
| Additional: | NA |