| Please provide below as a percentage of where your business will be derived from | |
| Introducers | 1 |
| Client Retention | 75 |
| Client Referrals | 24 |
| Purchase of Leads | 0 |
| Other | 0 |
| If other, please provide details of source | 0 |
| Introducers – if you have provided a percentage above for introducers, please provide the following: | |
| Name of Firm/individual | ADI Enterprise Ltd |
| Will they be referring protection business | No |
| Will they be advertising your services | Yes |
| 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. | Mortgage Help Scotland Ltd
Regents Estates and Mortgages Ltd
Shadowmover Ltd
Nessie Lets Ltd |
| Please provide details of any other business interests (if N/A, please state) | Have two dormant companies Shadowmover - an IT Finance App ins storage and Nessie Lets Ltd is some land I own outright that could be built on in the future. Both dormant companies and dormant accounts returned field annually and no time spent on either company as 100% time is on Mortgage Help Scotland Ltd and will always be the case. |
| 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. | 85,000 to £100,000 as an individual and £350,000 plus as a business and as a business want to average £400,000 pa over next 2 years minimum |