| Please provide below as a percentage of where your business will be derived from | |
| Introducers | 20 |
| Client Retention | 20 |
| Client Referrals | 20 |
| Purchase of Leads | 20 |
| Other (please provide details of source) | 20 |
| 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. | |
| Please provide details of any other business interests (if N/A, please state) | Please ignore data above. I had to input 20 to move the application forward.
I am unsure as of percentages right now as I am new to the industry after completing the cemap exams. I hope to use my networks - parent groups, partner is in the fire service and I intend on growing my social media presence to gain leads.
I started to work with Glen Ashley from South Woodham Mortgage Solutions. I will work with him to gain my CAS. |