| Please provide below as a percentage of where your business will be derived from | |
| Introducers | 25 |
| Client Retention | 0 |
| Client Referrals | 0 |
| Purchase of Leads | 0 |
| Other (please provide details of source) | 75 |
| Introducers – if you have provided a percentage above for introducers, please provide the following: | |
| Name of Firm/individual | James Carter & Co Estate Agents |
| Will they be referring protection business | Yes |
| 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. | |
| Please provide details of any other business interests (if N/A, please state) | James Carter & Co Estate Agents have been signed off by Stonebridge to refer business to James Miller Financial Planning. The other 75% will come from leads in the office e.g. phone calls into the office etc |