Business Information

Please provide below as a percentage of where your business will be derived from
Introducers0
Client Retention45
Client Referrals45
Purchase of Leads10
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
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.1. STR Associates Ltd- Directorship effective from 23/07/2013- Registered Accountancy Practice with ACCA 2. STR Propco Ltd- Directorship effective from 20/02/2024- Property Investment Business 3. STR FS UK Ltd- Directorship effective from 24/08/2023- Mortgage & Protection Advisory Business
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.<=£100,000
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