| Please provide below as a percentage of where your business will be derived from | |
| Introducers | 0 |
| Client Retention | 25 |
| Client Referrals | 25 |
| Purchase of Leads | 25 |
| Other (please provide details of source) | 25 |
| 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. | My IFA Friend Ltd Dissolved business breakup
Truely Independent Financial Advisers ltd Non trading Dissolved did not use the name
South West Corporate & Treasury Services Ltd Non trading Dissolved did not use the name
North West Corporate & Treasury Services Ltd Non trading Dissolved did not use the name
St George Independent Wealth & Mortgage Managers Ltd Non trading Dissolved did not use the name
My Mortgage Adviser Friend Ltd Non trading Dissolved did not use the name
My SIPP Adviser Friend Ltd Non trading dissolved did not use the name
My Financial Adviser Friend Ltd Non trading dissolved did not use the name
Trustee Advice Centre Ltd Trading company
Your Right Equity Release Loan Ltd Dormant Company status never traded
|
| Please provide details of any other business interests (if N/A, please state) | N/A |