| Please provide below as a percentage of where your business will be derived from | |
| Introducers | 0 |
| Client Retention | 0 |
| Client Referrals | 2 |
| Purchase of Leads | 15 |
| Other | 83 |
| If other, please provide details of source | Website, advertising in trade publications |
| Introducers – if you have provided a percentage above for introducers, please provide the following: | |
| Name of Firm/individual | N/A |
| Will they be referring protection business | No |
| 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. | Director of Upper Finance Limited, Member of ASIL Partners LLP, shareholder of Nestfuel Ltd, Manager of Nestfuel Finance LLC, Director of Nestfuel Technologies Inc, Director of Pauzible Inc
As part of my personal investment portfolio, I have some small holdings in a number of very large publicly listed companies and some startups as a minority retail shareholder without any decision making powers - please advise if you need this list. |
| 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 |