Business Information

Please provide below as a percentage of where your business will be derived from
Introducers0
Client Retention20
Client Referrals50
Purchase of Leads0
Other30
If other, please provide details of sourcesocial media and advertising
Introducers – if you have provided a percentage above for introducers, please provide the following:
Name of Firm/individual
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.Davis & Wilson Properties Ltd. Director with 34% share from March 2022 to Sept 2024. The business is still running. I resigned as director. This was a property rental business
Please provide details of any other business interests (if N/A, please state)Rental property in my sole name 757 wakefield rd, bd4 7pt
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.7500
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