| Please provide below as a percentage of where your business will be derived from | |
| Introducers | 20 |
| Client Retention | 30 |
| Client Referrals | 40 |
| Purchase of Leads | 5 |
| Other | 5 |
| If other, please provide details of source | Internet enquiry - direct |
| Introducers – if you have provided a percentage above for introducers, please provide the following: | |
| Name of Firm/individual | Hendrie Legal, Gillespie MacAndrew, Strategic Wealth Solutions, Purdie & Co, Donald MacAulay Wealth management, Coulters |
| Will they be referring protection business | No |
| Will they be advertising your services | No |
| 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. | MacDonald Mortgages Limited only |
| Please provide details of any other business interests (if N/A, please state) | None |
| 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. | |