| Please provide below as a percentage of where your business will be derived from | |
| Introducers | 5 |
| Client Retention | 30 |
| Client Referrals | 30 |
| Purchase of Leads | 5 |
| Other | 30 |
| If other, please provide details of source | Marketing campaigns |
| Introducers – if you have provided a percentage above for introducers, please provide the following: | |
| Name of Firm/individual | Szczepan Krol |
| 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. | Thomas & Co Mortgage Advice Ltd from 07/08/2020 to 27/10/2021.
One Square Chambers Ltd from 21/09/2015 to 11/01/2017.
Capital Venture Founders Ltd from 25/07/2016 to 11/01/2017.
Venture Rounders Opportunities Ltd from 22/07/2016 to 11/01/2017.
Venture Rounders Ltd from 22/07/2016 to 11/01/2017.
Genesis Capital Ventures Ltd from 22/07/2016 to 11/01/2017.
Genesis Capital Opportunities Ltd from 22/07/2016 to 11/01/2017.
L & J Highgrove Financial Management Ltd from 14/09/2012 to 21/07/2015.
Mulbury Hamilton Financial Management Marsh Ltd from 07/10/2003 to 14/09/2012 |
| 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. | |