| Please provide below as a percentage of where your business will be derived from | |
| Introducers | 0 |
| Client Retention | 0 |
| Client Referrals | 50 |
| Purchase of Leads | 0 |
| Other | 50 |
| If other, please provide details of source | Personal referrals |
| Introducers – if you have provided a percentage above for introducers, please provide the following: | |
| Name of Firm/individual | |
| Will they be referring protection business | |
| 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. | Mortgage Wealth Management Limited - Dissolved 28.02.2017 - Company never started trading as I was offered an employed role elsewhere within in banking sector. Nature of business was as a mortgage brokerage. No debts with the company.
Norwich and Peterborough Insurance Brokers Limited - Resigned 27.08.2010 - Director of genral insurance. Exit due to restruture and role nolonger required & focused back to N&P Retail banking role as Head of Distribution. No debts with the company.
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| Please provide details of any other business interests (if N/A, please state) | COO April Mortgages |
| 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 |