Business Information

Please provide below as a percentage of where your business will be derived from
Introducers50
Client Retention30
Client Referrals20
Purchase of Leads0
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 Lee Cooker Personal Estate Agent, Severn Estate Agent, Haydens Estate Agent, Waversmere Homes
Will they be referring protection businessNo
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.Please see separate attachment
Please provide details of any other business interests (if N/A, please state)Please see separate attachment
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.25000
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