| Please provide below as a percentage of where your business will be derived from | |
| Introducers | 55 |
| Client Retention | 20 |
| Client Referrals | 15 |
| Purchase of Leads | 8 |
| Other | 2 |
| If other, please provide details of source | Marketing & Social Media |
| Introducers – if you have provided a percentage above for introducers, please provide the following: | |
| Name of Firm/individual | Various |
| 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. | COFFEE TAP CAFE LTD
Company number 06870416
Company Sold
ROCKITPIX RECORDS LTD
Company number 13965275
A project I decided not to continue with. No debts owed, just disolved. |
| Please provide details of any other business interests (if N/A, please state) | 3 x BTL properties
Sole Trader - Financial Adviser business, via St James Place (Pensions & Investment Only) |
| 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. | £36000 |