| Please provide below as a percentage of where your business will be derived from | |
| Introducers | 0 |
| Client Retention | 50 |
| Client Referrals | 30 |
| Purchase of Leads | 20 |
| Other | 0 |
| 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 | no introducers |
| Will they be referring protection business | No |
| Will they be advertising your services | No |
| 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. | Exclusive Financial Limited - dormant until I decide to chnage from sole trader
View of London Ltd - 2 x rentals
London gas services limited - dissolved |
| Please provide details of any other business interests (if N/A, please state) | 3 rentals. 2 in Eltham SE9 under View of London Ltd. Rentals are repaying directors loans so derive no profit
1 rental in SE6 in personal names which is to be sold in 2026. Currently being refurbished so not rented. We expect to repay other mortgage and pay CG tax on the difference |
| 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 |