Business Information

Please provide below as a percentage of where your business will be derived from
Introducers20
Client Retention0
Client Referrals20
Purchase of Leads40
Other20
If other, please provide details of sourceSeminars
Introducers – if you have provided a percentage above for introducers, please provide the following:
Name of Firm/individual William Baldwin (Gas Engineer)
Will they be referring protection businessYes
Will they be advertising your servicesNo
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.Ashley Nicholls Mortgage and protection services Ltd while under the Mortgage Advice Bureau. I was only there 1 month and dissolved the business and generated no form of income. No debt as a result
Please provide details of any other business interests (if N/A, please state)NA
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.Between £1 to £2000 from introducing Will, LPAs and legal services to providers
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