| Please provide below as a percentage of where your business will be derived from | |
| Introducers | 25 |
| Client Retention | 40 |
| Client Referrals | 25 |
| Purchase of Leads | 10 |
| Other | 0 |
| 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 | Anderson Briggs Estate Agent |
| 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. | Knights Transport Ltd (mine and my husbands company) Logistics company- I do not run the day to day of this business. My husband runs this company.
Venture Mortgages and Protection- we have trade marked the company and submit the dormant accounts- we will start using this company when we move to yourselves. |
| Please provide details of any other business interests (if N/A, please state) | None- I do not draw any income from Knights Transport |
| 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. | 5000 |