| Please provide below as a percentage of where your business will be derived from | |
| Introducers | 20 |
| Client Retention | 60 |
| Client Referrals | 20 |
| 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 | Roopinder Singh |
| 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. | Linda Tennant LTD. Currently trading, with year end accounts being prepared. The company will be closed once the final accounts are submitted to companies house. This was my Limited company and solely used during my time at Highgrove 2017 to 2023. |
| Please provide details of any other business interests (if N/A, please state) | I am an associate of Prestige Legal Services and can take Will and Power of Attorney instructions. This is usually in conjunction with the mortgage and protection business. |
| 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. | |