Fact Find

Market: Panel
Lead Source: adviser has own lead source from Accountancy firm that she runs and Omega
Additional Licences: Mortgage Protection and GI
Annual Production: 60000.00
Rev Fees: Adviser
Disclosures: nothing disclosed. Monika is newly qualified Sign off with Business standards to recruit Monika has an accountancy firm and this will continue but the mortgage business with Omega will be full time with the accountancy running and oversee as and when needed.
Network Charge: Other
Additional: no change to network deductions
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