| Please provide below as a percentage of where your business will be derived from | |
| Introducers | 0 |
| Client Retention | 60 |
| Client Referrals | 20 |
| Purchase of Leads | 10 |
| Other | 10 |
| If other, please provide details of source | SOCIAL MEDIA & MARKETING |
| 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. | Jupiter Financial Services LTD - Director & Shareholder - Tax vehicle for my commissions to be paid into. 04/2017 - present
Jupiter Commercial Financial Ltd - Resigned Director & shareholder - 08/2021 to 03-2022 company dissolved as no longer needed. no business activity had taken place and company was dormant
Jupiter New Homes Limited - Director & shareholder - 09/2020 to 09/2022 company dissolved as no longer needed. no business activity had taken place & company was dormant.
C J White Mortgages Limited - Appointed as a director and Shareholder on 28/01/2022 til present. I intend to resign from this as soon as i am approved as an AR by stonebridge. I have delivered my verbal resignation to the practice & formal resignation to openwork will be post successful reference.
N&U Property Investors Limited.
Incorporated on 09/11/2022. This is a newly formed company set up for a family property portfolio. The family's (parents) estate is currently sitting in a family partnership and will be transferring to incorporation. For ease of portfolio management, i am one of the directors.
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| 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. | |