Business Information

Please provide below as a percentage of where your business will be derived from
Introducers40
Client Retention40
Client Referrals20
Purchase of Leads0
Other0
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 Knight Frank Shropshire, Mark Wiggin Estate Agents, Eva Capital Management, Larch Property, Brewin Dolphin
Will they be referring protection businessNo
Will they be advertising your servicesNo
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.Habitat Local Limited - Set up in 2009. This is a letting agency trading as Habitat Lettings - in Broseley Shropshire. I am a 50% shareholder.
Please provide details of any other business interests (if N/A, please state)I own ERG Investments Limited, which is an SPV that owns rental properties, and land.
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.30000
An unhandled error has occurred. Reload 🗙