| Please provide below as a percentage of where your business will be derived from | |
| Introducers | 0 |
| Client Retention | 70 |
| Client Referrals | 30 |
| Purchase of Leads | 0 |
| Other | 0 |
| If other, please provide details of source | n/a |
| Introducers – if you have provided a percentage above for introducers, please provide the following: | |
| Name of Firm/individual | n/a |
| 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. | Due to my earnings being high in 2018 my accountant recommended i went limited. This was HAK FS Ltd. My accountant can supply everything you need and i give my full permission for you to obtain anything that you need from them. I went back to sole trader due to winding down my business purposely as i was not spending enough time with my children. |
| Please provide details of any other business interests (if N/A, please state) | n/a |
| 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. | |