| Please provide below as a percentage of where your business will be derived from | |
| Introducers | 0 |
| Client Retention | 80 |
| Client Referrals | 20 |
| 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 | |
| Will they be referring protection business | |
| Will they be advertising your services | |
| 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. | LEAD SOLUTIONS 4U LIMITED (07414536) - i set this up thinking to go in to lead generation but never traded and closed.
ONE MONEY LTD (07746276)
This was a company set up by two individuals (Stewart Nethercott & Darcy Kirby) who i used to work with. They were insurance based only and wanted to deal with mortgages so they asked me to joing to then authorise mortgages within the Company which i did for 2 years training them as such how to work with mortgages. I still ran Protektonline in the back ground.
PERSONAL TOUCH INSURANCE SOLUTIONS LIMITED (05334700)
Was asked to go in to a company with Andrew Perryman (again i woprked with him at Best Deal Insurance) in order to set up a mortgage |
| Please provide details of any other business interests (if N/A, please state) | none |
| 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 |