| Please provide below as a percentage of where your business will be derived from | |
| Introducers | 0 |
| Client Retention | 0 |
| Client Referrals | 10 |
| Purchase of Leads | 0 |
| Other | 90 |
| If other, please provide details of source | Digital Marketing (mainly google) |
| Introducers – if you have provided a percentage above for introducers, please provide the following: | |
| Name of Firm/individual | |
| 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. | SolarFit Ltd (50% shareholder) - DISSOLVED: Reason - business partners decided to pursue different career paths & business performance. No debt involved.
Salgueiro Property Solutions (100% shareholder): DISSOLVED - never traded, and dissolved after I had decided to join Capricorn Financial Consultancy. No debt involved.
I have minority shareholdings (sub 0.1%) in UK companies as a personal shareholding. Please let me know if you require the details of these. |
| Please provide details of any other business interests (if N/A, please state) | Regarding above % of business:
I will likely gain some introducers in my first 2 years of business but I do not have these in place currently. |
| 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. | |