Fact Find
| Market: | Panel |
| Lead Source: | Gary Jones |
| Additional Licences: | Mortgage Protection and GI |
| Annual Production: | 200000.00 |
| Rev Fees: | 75.00pm plus vat |
| Disclosures: | Dan is setting up a new ltd company to be an AR of Stonebridge. He will be the sole director and shareholder |
| Network Charge: | 12.5 |
| Additional: | Dan sold his wealth business in March 2024 to SJP. I have agreed a Commission Advance for Dan of £7500 on standard terms. Dan may look to do a Development grant with us after 12 months and sign a 5 year contract then. He will not be giving wealth advice going forward. |