Fact Find
| Market: | Panel |
| Lead Source: | Gary Jones |
| Additional Licences: | Mortgage Protection and GI |
| Annual Production: | 70000.00 |
| Rev Fees: | 75.00pm plus vat |
| Disclosures: | Stephen is looking to join us as a Sole Trader. He has been with Mortgage Matters Direct for 17 years. Has given notice and is ready to start |
| Network Charge: | 15 |
| Additional: | Stephen has made me aware of 41 complaints against him. He has never been made aware of one complaint during his time with MMD. They told him most of them are PPI complaints but he has never sold a PPI contract. Two complaints in 2023. 1 not upheld and 1 paid out £38 this was for a cross over of life premiums Case needs to be agreed with Lesley. |