Business Information

Please provide below as a percentage of where your business will be derived from
Introducers2
Client Retention40
Client Referrals50
Purchase of Leads0
Other8
If other, please provide details of sourceI am on Vouched For and often get leads from Vouched For
Introducers – if you have provided a percentage above for introducers, please provide the following:
Name of Firm/individual 8 Financial Planning
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.Baby Rental UK, we set this up but it never traded and eventually was dissolved earlier this year.
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.0
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