Fact Find

Market: Panel
Lead Source: Dave Corbett
Additional Licences: BP
Annual Production: 1200000.00
Rev Fees: 75
Disclosures: They have resigned from Primis, Lewis was suspended but we have full details. Discussed with SMT. we MUST go for references immediately as need to get them approved by 20th Jan 25
Network Charge: Other
Additional: 8% retention on Mortgage Procuration Fees • 10% retention on Protection services • 10% retention on General Insurance • £120,000 Development Grant 5 year contract and 27 advisers
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