| Please provide below as a percentage of where your business will be derived from | |
| Introducers | 0 |
| Client Retention | 50 |
| Client Referrals | 50 |
| 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 | No |
| Will they be advertising your services | No |
| 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. | Agents R Us Ltd – this is my Estate Agency I have a 50% share as a Director which we run as Sales & Lettings ( this busy doesn’t do too much business, it is independent to In2equity Ltd.
Agenteur Ltd – I have a 50% share as a Directors which we do Development projects, it is independent to In2equity Ltd.
In2Dwellings ltd – It Is a dormant company, it is independent to In2equity Ltd
Integrated Financial Strategies Ltd –was set up last year, and is not trading, it is independent to In2equity Ltd.
My Limited companies will not affect my role with Stonebridge
|
| Please provide details of any other business interests (if N/A, please state) | |
| 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. | |