Business Information

Please provide below as a percentage of where your business will be derived from
Introducers0
Client Retention45
Client Referrals40
Purchase of Leads15
Other0
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 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.Harris Associates Consulting Ltd, the company is not trading and files dormant accounts.
Please provide details of any other business interests (if N/A, please state)Alexandra Davis Limited, Joint director of this Accountancy practice. HARRIS Associates, sole trading accountancy practice.
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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