Business Information

Please provide below as a percentage of where your business will be derived from
Introducers
Client Retention
Client Referrals
Purchase of Leads
Other
If other, please provide details of source
Introducers – if you have provided a percentage above for introducers, please provide the following:
Name of Firm/individual
Will they be referring protection business
Will they be advertising your services
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)
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.
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