| Disclosures: |
Saterra Financial Ltd is a new Ltd company which is being set up now.
Marius currently trades under Saterra Ltd
I can confirm that he meets our criteria below:-
- Minimum 90% persistency
- Minimum production of £40,000 – currently £110,000
- Clawback provisions of 10%
- Lead source must be established, NO full purchased lead sources allowed. All business is via referral and his existing client base of circa 2000. He does not buy leads or rely on social media leads at all.
- Novation subject to normal rules – he cannot novate due to Openwork not willing to novate liabilities.
- Verbal provider referencing will be carried out, NO panel removals will be considered – no panel removals at all.
We have agreed max £10000 commission advance
Agreed by Lesley Sharkey email sent and cc'd Gavin Earnshaw |