Fact Find
| Market: | Panel |
| Lead Source: | Natasha Williams |
| Additional Licences: | Mortgage Protection and GI |
| Annual Production: | 100000.00 |
| Rev Fees: | 75.00pm plus vat |
| Disclosures: | Please note that Karen was introduced by Natasha Williams. She works for Mortgages Wise as an RI they are AR of Quilter. Written 50K in last 56 months |
| Network Charge: | 15 |
| Additional: | Need to get Lesley to sign off case given under 12 months of advice with Quilter |