Business Information

Please provide below as a percentage of where your business will be derived from
Introducers10
Client Retention30
Client Referrals30
Purchase of Leads30
Other0
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 Millward May & Co
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.Sunnyside Financial Services. Flat 3 Stormer House, Archer Grove, Reading, RG2 9TD. This is the company I currently advise through when working at MAB. This company will be kept open for approximately 6 months after starting at Stonebridge to receive commission on my existing pipeline.
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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