Business Information

Please provide below as a percentage of where your business will be derived from
Introducers30
Client Retention0
Client Referrals0
Purchase of Leads70
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 Trusted Wills Ltd
Will they be referring protection businessYes
Will they be advertising your servicesYes
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.https://find-and-update.company-information.service.gov.uk/officers/F6mSrE4stvwh6C2-E6Yx9wAlgig/appointments
Please provide details of any other business interests (if N/A, please state)N/A
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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