Frequency of referrals relation to your core business? Client Bank approx. % by Private Clients Commercial Clients category: Mass Affluent SME: High Net Worth: Collar: Ultra High Net Worth: Manufacturing: All other: Commercial Property: Other: How would you prefer to E.g. During a meeting introduce clients? Please confirm you understand that as an Introducer to Evans Insurance, your involvement will be limited to passing our contact details to your own contacts, in order that they may contact us for quotations, mentioning your referral.
Frequency of referrals relation to your core business? Client Bank approx. % by category: Private Clients Commercial Clients Mass Affluent High Net Worth: Ultra High Net Worth: All other: SME: Collar: Manufacturing: Commercial Property: Other: How would you prefer to introduce clients? E.g. During a meeting Please confirm you understand that as an Introducer to Evans Insurance, your involvement will be limited to passing our contact details to your own contacts, in order that they may contact us for quotations, mentioning your referral.
Introducer-Application-form-1.docx