The following section of the form deals with the income from your business over the last 12 months.  

Please be sure to fill this in as it is an important factor in finding the right network for your business.

If this is a new start up just give the estimates from your business plan

Secured/Unsecured loans

Commercial loans

Compliance Regime

Investment permissions

Field support

Regional Meetings

Marketing support

Any other features or characteristics of a network, which are important to you.

Any features or characteristics which would make you less likely to join a network.

First name

Surname

Trading Name

Address

Town/City

Postcode

Main Telephone

Mobile Number

E-mail Address

Are you currently with a Network

If you are an AR, Name of your current network

Number of years trading

Notice period required with current network

Do you have a CCL

Are you registered for Data Protection

Including yourself how many advisers do you have

What format is your business

Lead generation

Residential Mortgage Proc Fees

Buy to let proc fees

Equity release fees

Commercial proc fees

Pure protection commission

General insurance commission

Total income for year from commission, proc fees and broker fees. Please include all sources including bridging and secured/unsecured loan commission.

Broker Fees

Aspirations (how  do you see the future of your business over the next 5 years).  If you are a new startup. Please let us know if you have any lead sources, how you are planning to generate leads in your first year, how you plan to develop the business

Reasons for leaving your current network

If you have had any complaints, have been removed from a lender panel or had any credit problems within the last 3 years it is extremely important that you declare them here as many networks are quite tolerant of this type of problem, however non-disclosure will lead to your application being rejected.

If you have any other information which you think may be relevant to your application, such as recent exceptionally good trading figures which are not reflected in the last 12 months figures, or a change in business circumstances, lead sources or working practices, please detail them here.

ASAP

2 to 4 Weeks

2 to 3 months

Don't Know

When are you looking to join your new network

Thank you for filling in this form, please take a minute to check over your answers and then click on the submit button below.

Income for year from Investment/Pension activities

Please list any Networks who you have been in contact with in the last 6 months.

How did you find out about us?

Do you currently have Competent Adviser Status (CAS)