Business Information

Please provide below as a percentage of where your business will be derived from
Introducers30
Client Retention40
Client Referrals20
Purchase of Leads10
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 ADVANCED FUNDING SOLUTIONS
Will they be referring protection businessYes
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.ADLAM FINANCIAL (GROUP) LTD Company number 11751136 (COMPANY SHUTTING DOWN, NEVER TRADED) ADLAM PROPERTIES LTD Company number 12323502 (COMPANY IS TRADING, USED TO BUY RENOVATE REFURBISH AND FLIP PROPERTY) PREMIER GARDEN ROOMS LTD Company number 12586309 (BUSINESS NEVER TRADED, TO BE CLOSED)
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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