Business Information

Please provide below as a percentage of where your business will be derived from
Introducers30
Client Retention10
Client Referrals20
Purchase of Leads0
Other40
If other, please provide details of sourceAdvertising and customers who walk in to our office, off the street
Introducers – if you have provided a percentage above for introducers, please provide the following:
Name of Firm/individual Pollard Property
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.N/A
Please provide details of any other business interests (if N/A, please state)I will be taking over Pollard Property next year as my father retires.
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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