Fact Find
| Market: | Panel |
| Lead Source: | Tasha does have an existing client bank, however is joining on our Self-employed with leads model at Mortgage 1st |
| Additional Licences: | Mortgage, Protection and GI |
| Annual Production: | 100000.00 |
| Rev Fees: | additional adviser |
| Disclosures: | Nothing disclosed. Natasha is an experienced WOM advisor since 2019, prior was personal assistant/paraplanner within the same firm since 2016. |
| Network Charge: | Other |
| Additional: | no change to network charges. Approved with busienss standards |