| Please provide below as a percentage of where your business will be derived from | |
| Introducers | 0 |
| Client Retention | 0 |
| Client Referrals | 0 |
| Purchase of Leads | 100 |
| Other | 0 |
| If other, please provide details of source | OTHER BROKERS |
| Introducers – if you have provided a percentage above for introducers, please provide the following: | |
| Name of Firm/individual | |
| 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. | xxxx NOTE HAVE 100% LEADS JUST TO MOVE ON DO NOT KNOW IF WE WILL NEED TO DO THIS, UNLIKELY.
WEALTHMONT LTD 01/09/24
ANNEX BUSINESS CONSULTANTS LTD
DISSOLVED YRS AGO NEVER TRADED NO DEBTS. USED TO PROTECT NAME |
| Please provide details of any other business interests (if N/A, please state) | PLEASE NOTE ALL 0 ABOVE AS NEW FIRM BUT I HAVE BEEN IN FINANCE AND PROPERTY WORKING DAILY FOR OVER 25 YRS BEFORE MY 2007 RETIREMENT. WAS CONSIDERED ONE OF THE BEST, FEW CLIENTS BUT BIG EARNINGS USED BY ALL TOP TRADE MAGS FOR ARTICLES EFFECTING THE TRADE 2002 - 2007 IN 2021 DID 2 DEALS IN 2 WEEKS EARNED £70K |
| 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. | 50,000 PLUS |