| Please provide below as a percentage of where your business will be derived from | |
| Introducers | 1 |
| Client Retention | 50 |
| Client Referrals | 10 |
| Purchase of Leads | 0 |
| Other | 39 |
| If other, please provide details of source | Self Generated through networking and social media |
| Introducers – if you have provided a percentage above for introducers, please provide the following: | |
| Name of Firm/individual | Partners Wealth Management |
| 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. | As per recent job description |
| Please provide details of any other business interests (if N/A, please state) | EVC Leasing LTD - Dissolved on 23 May 2017. I was 100% Shareholder. I was going to set up an electric car leasing brokerage but did not see it through any further than self-incorporating the company. |
| 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. | |