Business Information

Please provide below as a percentage of where your business will be derived from
Introducers0
Client Retention0
Client Referrals0
Purchase of Leads20
Other80
If other, please provide details of sourceAdvertising/website/business cards. Plan to get business from introducers as well as will be talking with local estate agents, solicitors etc. once the business is more established I would expect more business from client retention and referrals
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.N/A
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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