| Please provide below as a percentage of where your business will be derived from | |
| Introducers | 0 |
| Client Retention | 65 |
| Client Referrals | 20 |
| Purchase of Leads | 15 |
| Other | 0 |
| 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 | No |
| 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. | SICKPAY LTD (10354454) Dissolved always dormant never traded
ONE MONEY FINANCIAL SERVICES LIMITED (08729633) Never traded dissolved always dormant
ONE MONEY LTD (07746276) Final accounts being drafted and business will be closed/dissolved due to partners separating. No debt
THE POLICY STORE LIMITED (07205232) Business was amalgamated into One Money Limited (07746276) in 2022 and this has not traded since Feb 2022. - Final accounts being prepared to be closed/dissolved with no debt.
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| 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. | 0 |