| Please provide below as a percentage of where your business will be derived from | |
| Introducers | 0 |
| Client Retention | 0 |
| Client Referrals | 2 |
| Purchase of Leads | 15 |
| Other | 83 |
| If other, please provide details of source | Website, advertising in trade publications, trade shows |
| Introducers – if you have provided a percentage above for introducers, please provide the following: | |
| Name of Firm/individual | N/A |
| 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. | Uppar Finance Limited, Pauzible Finance Limited, Pauzible UK Limited and Pauzible Asset Services (UK) Limited.
As part of my personal investment portfolio, I have some small holdings in a number of very large publicly listed companies as a minority retail shareholder without any decision making powers - please advise if you need this list. |
| Please provide details of any other business interests (if N/A, please state) | I am an investor in a few BPRA collective investments namely
Shankly Hotel LLP
White Star LLP
Coal Exchange LLP
Park Regis Birmingham LLP
Proco LLP.
These LLPs are involved in the refurbishment and rentals of previously disused properties now converted into hotels |
| 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. | 0 |