Business Information

Please provide below as a percentage of where your business will be derived from
Introducers0
Client Retention40
Client Referrals10
Purchase of Leads0
Other50
If other, please provide details of sourceOwn website leads - google Ads
Introducers – if you have provided a percentage above for introducers, please provide the following:
Name of Firm/individual
Will they be referring protection businessNo
Will they be advertising your servicesNo
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.Honest Mortgages Ltd Director from 17/01/2023 to 17/01/2023 The company did not trade and was dissolved with no debts. It was incorporated to reserve the company name only and no business activity took place. Easy Wills Ltd Director from 09/12/2022 to 31/10/2023 The company did not trade and was dissolved with no debts. It was incorporated to reserve the company name only and no business activity took place. Best Cleaning Company Ltd Director from 14/06/2022 to 31/10/2023 The company did not trade and was dissolved with no debts. It was incorporated to reserve the company name only and no business activity took place. Plus Financial Solutions Ltd Director from 09/07/2013 to present The company previously traded but is now dormant and no longer trading.
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.0
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