| Please provide below as a percentage of where your business will be derived from | |
| Introducers | 0 |
| Client Retention | 0 |
| Client Referrals | 15 |
| Purchase of Leads | 85 |
| 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 | 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. | CURRENT - KINETIC WEALTH MANAGEMENT (SJP PARTNER) RESIGNING IN NEXT WEEK AS LEAVING.
CASTLE GLOBAL MANAGEMENT - MY TRADING COMPANY LINKED TO KINETIC - BEING CLOSED AT THE MOMENT
BAMBOLINA PIZZA - A PIZZA RESTAURANT I AM DIRECTOR OF
PREMIER MEMORABILIA - I THOUGHT OF OPENING A BUSINESS WHEREBY MY CLIENTS COULD POTENTIALLY EARN EXTRA INCOME. WE DID ONE SIGNING AND IT WENT WELL BUT THERE ARE SO MANY ESTABLISHED COMPANIES DOING IT WELL IT BECAME A NON-STARTER.
KINETIC SPORTS MANAGEMENT - A BOUTIQUE FOOTBALL AGENCY BUT I LOST INTRODUCERS OF BUSINESS TO KWM AS A RESULT SO DECIDED TO FOCUS ON THE WEALTH SIDE.
CASFINE LIMITED - SET UP WITH MY BROTHER AND COUSIN TO ANGEL INVEST IN MONEY OUR GRANDFATHER GAVE US. MADE A BIT OF MONEY BUT AS YOUNG GUYS AT THE TIME WE HAD FUN AND THEN ALL CONCENTRATED ON OUR CAREERS.
555 RADLETT LTD. - I NEGOTIATED THE LEASE FOR ONE OF OUR PROUD PROJECT SITES AND HANDED IT OVER TO MANAGING DIRECTOR ONCE ALL FINALISED AND SET UP. THE COMPANY OWNS THE LEASE.
THE INSTRUMENT EXCHANGE - WAS A POTENTIAL BUSINESS TRADING MUSIC INSTRUMENTS FROM THE UK INTO EUROPE AND AFRICA. NEVER TOOK OFF AND CLOSED IN 2017.
NEW FAMILY HOLD CO SET UP (JDJA HOLDCO LTD) TO RECEIVE MONEIS FROM MY VENTURES BUSINESS GROVIA VENTURES LTD (BEING SET UP TODAY - WILL OPERATE A B2L PORTFOLIO WITH MY BUSINESS PARTNER - MY WIFE WILL BE WORKING ON THAT). I AM A DIRECTOR OF BOTH. |
| Please provide details of any other business interests (if N/A, please state) | N/A |
| 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 |