Business Information

Please provide below as a percentage of where your business will be derived from
Introducers10
Client Retention30
Client Referrals30
Purchase of Leads30
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 This is to be set up as part of my business plan and business development.
Will they be referring protection businessYes
Will they be advertising your servicesYes
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.Apple & Eden Limited 20/07/2005 to March 2010. 05514093 Optimal Lives Limited 05/11/2010 to 27/11/2018.
Please provide details of any other business interests (if N/A, please state)None.
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.<>10,000
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