| Please provide below as a percentage of where your business will be derived from | |
| Introducers | 0 |
| Client Retention | 60 |
| Client Referrals | 30 |
| Purchase of Leads | 10 |
| 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 | |
| Will they be advertising your services | |
| 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. | I was appointed Company Secretary of a family business called Recruitaholic Limited, a recruitment agency, between May 2006 and March 2009. The company was dissolved due to lack of business and the climate at that time. The company had no debts. |
| Please provide details of any other business interests (if N/A, please state) | I am currently a Director and 100% shareholder of my commercial finance business called Smart Commercial Finance Ltd. This business was incorporated in April 2021 and is an Appointed Representative of Commercial Finance Brokers UK Ltd. I currently hold dual authority. |
| 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. | |