Fact Find
| Market: | Panel |
| Lead Source: | Mortgage First |
| Additional Licences: | Mortgage, Protection and GI |
| Annual Production: | 120000.00 |
| Rev Fees: | additional adviser |
| Disclosures: | Nothing Disclosed Approved with Business Standards to recruit Has been a self-employed advisor since 2016, however due to the impact of Covid on family has been working adhoc as a paraplanner for the last 12 months as such will be pre advice. Previously writing 120k per year as such we have similar expectations as joining on our with leads model. Nothing to declare or disclose. Bethan is fully aware of the CAS expectations. |
| Network Charge: | Other |
| Additional: | no change to network charges |