Business Information

Please provide below as a percentage of where your business will be derived from
Introducers25
Client Retention0
Client Referrals25
Purchase of Leads25
Other25
If other, please provide details of sourceAdvertising/organic inbound leads
Introducers – if you have provided a percentage above for introducers, please provide the following:
Name of Firm/individual Tbc
Will they be referring protection businessNo
Will they be advertising your servicesNo
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 created a LTD company by the name G&R Finance LTD in 2009 as I contemplated being a Self-Employed broker then, however I chose to take an employed role instead at Connells. I resigned as Director at the time and the company is now dissolved I believe having never traded or gained any permissions to do so.
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.
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