| Please provide below as a percentage of where your business will be derived from | |
| Introducers | 0 |
| Client Retention | 20 |
| Client Referrals | 80 |
| 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 | |
| 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. | Scan Print (UK) Limited - finance director (no shareholding) - company supplies scanners and printers to the book making industry
Robert West Resourcing Limited, Robert West (Holdings) Limited, Robert West Limited, Robert West Group Limited, Robert West Consulting Limited - Directo but not shareholder. Finance director to a group of engineering companies based in London
Wanderlust Wine Limited - Director & 5% shareholder - Finance director of a company that imports and sells organic wines to the trade and consumers
St Marys CE Academy Cheshunt Limited - Governor for a local school, head of finance
JSM Dynamics Limited, JPI Investment Limited, Thickbroom Coventry Limited. Director and 65% shareholder in Accounting practice
Opes Investments Limited - Director and shareholder - holding company to own shares in various investments
Majosa, City Road Limited - Both companies dissolved, no liabilities outstanding and all debts repaid |
| 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. | |