| Please provide below as a percentage of where your business will be derived from | |
| Introducers | 0 |
| Client Retention | 25 |
| Client Referrals | 75 |
| 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. | 1.Midlands Superstores Ltd: I have a News Agency in leasehold property. I am in the process of selling this now.
2. Bluecross Associated Ltd: This was a Care Agency and dissolved now as we stopped business in Nov 2019.
3. Excellent Financial Services Ltd: I still run this as an intermediary for mortgage and protection. |
| Please provide details of any other business interests (if N/A, please state) | No other business interests as I am planning to concentrate only in this business. |
| 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. | |