| Please provide below as a percentage of where your business will be derived from | |
| Introducers | 0 |
| Client Retention | 75 |
| Client Referrals | 25 |
| Purchase of Leads | 0 |
| Other | 0 |
| If other, please provide details of source | 0 |
| 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. | |
| Please provide details of any other business interests (if N/A, please state) | I own a taxi business, and trade as Premier Execcutive Cars. My wife has a Taxi Licence and we normally do approx 3 jobs a day ie a school run and say an airport run. It is not a "typical taxi business" and my main business is Mortgages and Protection and we do the occasional Taxi Job. Paula Goss ia able to cover the school run leaving myself free to do my main job. |
| 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. | |