| Please provide below as a percentage of where your business will be derived from | |
| Introducers | 0 |
| Client Retention | 70 |
| Client Referrals | 30 |
| Purchase of Leads | 0 |
| 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 | 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. | DEBT CLEARED 4 U LTD (06820577) - Incorporated on 16 February 2009, Dissolved on 17 August 2010:- This was a company I set up as an idea to start doing the mis sold loan and protection applications when it first evolved. I didnt trade in the end and so closed the business
CLS PROPERTY HUB LIMITED (11580593) - Appointed on 18 November 2019, Resigned on
19 February 2020:- I have mentioned this company in my 10 year employment history when I joined CLS Money Clayton made me a director of CLS property to help him set up an estate agents. I resigned when I left CLS Money and so we never traded.
PROPERTY AND FINANCIAL CONSULTANCY LTD (12139010) - Appointed on 5 August 2019, 15 December 2020:- this was a company i opened at companies house with the intention of generating estate agency and mortgage leads but as I had not yet finished my cemap and I then set up another company and went in a different direction it never traded.
I set up a few company names at companies house with good intentions and then forgot about them and didnt trade. |
| Please provide details of any other business interests (if N/A, please state) | none now apart from Be Mortgages |
| 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. | |