| Please provide below as a percentage of where your business will be derived from | |
| Introducers | 0 |
| Client Retention | 80 |
| Client Referrals | 20 |
| Purchase of Leads | 0 |
| Other | 0 |
| If other, please provide details of source | 0 |
| 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. | As stated in employment history, i went self employed under a Ltd company URM8 Ltd, with a partner. We decided to severe ties and dissolved the business leaving no liabilites or debts |
| Please provide details of any other business interests (if N/A, please state) | I registered a company DF Consultancy (Edinburgh) Ltd in line with COVID and have not traded this as I was offered a role with my previous employer, Peoples Ecosse Ltd. Company is dormant with no intention of trading |
| 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. | |