| Please provide below as a percentage of where your business will be derived from | |
| Introducers | 25 |
| Client Retention | 50 |
| Client Referrals | 25 |
| Purchase of Leads | 0 |
| 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 | Bards & Co Ltd |
| Will they be referring protection business | Yes |
| 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. | Monami Dormant Limited - This was set up years ago by my husband. Once I set up Monami Finance Ltd I was advised to set up a new company by a friend who is an accountant. This is because some of the shares were still in my husbands name. This company is now dormant and was never trading. |
| 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. | 0 |