| Please state which licences you are applying for and which authorised firms you have advised and recommended these products in the last 12 months. | |
| Licence you are applying for | |
| Mortgages | True |
| Protection | True |
| General Insurance | True |
| Equity Release | |
| Which authorised firm have you advised and recommended these products with in the last 12 months | |
| Mortgages | Connect Mortgages, The Penny Group and Tembo Money |
| Protection | Connect Mortgages, The Penny Group and Tembo Money |
| General Insurance | Connect Mortgages |
| Equity Release | None in last 12 months |
| Please confirm the relevant accredited body for the qualifications you hold
(you can tick more than one if applicable). | |
| CFA Society of the UK | |
| CISI | |
| CBI | |
| CII | True |
| LIBF (formally knows as the Pensions Management Institute) | |
| Please note, additional licences will not be granted until you have been signed off as competent in the above areas. | |