Fact Find

Market: Panel
Lead Source: HomeKey MS have leads and Anastasia has a client bank that she is expecting to maximise
Additional Licences: Mortgage, Protection and GI
Annual Production: 70000.00
Rev Fees: additional adviser
Disclosures: Nothing Disclosed. Approved with business standards. Experienced adviser. stated advise in an estate agents in 2017 and then moved to a local IF in 2018 and working for them since. Ali worked with this potential adviser at the estate agents.
Network Charge: Other
Additional: no change to network charges
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