| Please provide below as a percentage of where your business will be derived from | |
| Introducers | 0 |
| Client Retention | 70 |
| Client Referrals | 30 |
| Purchase of Leads | 0 |
| 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 | TBC |
| 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. | SDG Financial LTD which is still trading whilst I work through exit from Wolsey.
I was temporarily the director of Wolsey as current AR needed me to do this to allow exit fro First Compolete in 2017, much in teh same vein as Terry is now our director whilst I work through exit from Wolsey. |
| 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. | |