| Please provide below as a percentage of where your business will be derived from | |
| Introducers | 0 |
| Client Retention | 85 |
| Client Referrals | 15 |
| 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 | |
| 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. | DWIFA Mortgage Services Ltd - still trading and former employer
Clipeare Properties Ltd - own business but dormant
Longcroft & Gayton Ltd - own company but dormant
The Mortgage Centre of Daventry Ltd - dissolved as a result of business closing in 2009. No industry debt
Martin Gerrard ltd - dissolved and did not trade
The Advice Bureau Ltd - dissolved and did not trade
Daventry Business Partnership Ltd - dissolved and no industry debt.
Sunnylands Ltd - Director and school governor for an independent school. Ongoing position |
| Please provide details of any other business interests (if N/A, please state) | Sunnylands Ltd - school governor
Highmead House - business consultant at a residential care home |
| 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. | |