| Please provide below as a percentage of where your business will be derived from | |
| Introducers | 0 |
| Client Retention | 80 |
| Client Referrals | 15 |
| Purchase of Leads | 5 |
| Other | 0 |
| If other, please provide details of source | |
| Introducers – if you have provided a percentage above for introducers, please provide the following: | |
| Name of Firm/individual | |
| Will they be referring protection business | |
| Will they be advertising your services | |
| 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. | Integer Advice Ltd
Randy Bagz Ltd (Dissolved) |
| Please provide details of any other business interests (if N/A, please state) | Randy Bagz - I was director in name only, this was a business run by my wife and sister in law. The company was dissolved as it was getting bigger than they could cope with and they didn't want to continue. It had no debts or outstanding liabilities. |
| 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. | |