Sharif Hashimy

Tel:07723 389259 hashimy70@hotmail.com

Source of Enquiry

Source

Referral Nov 17

Dates & Notes

Booked

29/11/2017

Attended

2nd interview

Pre-close

Notes

Notes
20/11/17: Info Sent
20/11/17: Info Sent
20/11/17: Info Sent
20/11/17: Info Sent
29/11/17: Referred by Emmanual. Lots of questions about exit, which I dealt with and told him only interested in long term players - said he was, just need all the answers as needed to relay to his wife. Looking at plan 4 - mentioned 20 profit but confirmed not guaranteed (wrote it on the price plan)
05/12/17: Called to say wants to go ahead at a Plan 4. Asked about FF growth, over 24 months, called it a loan. Will be getting a bit of advice on the agreement. I`ll call on Friday to check on progress.
11/12/17: Called in Friday, he wasn`t ready.
13/12/17: He called me today, says he wants to go ahead and is booked in for Monday 18/12 at 11.00am.
05/01/18: Will be transferring next week. Money is invested and takes a while to get access to. This is one reason he didn`t go for the bigger plan.
12/01/18: Money will be cleared in his account on Monday so will transfer then and wants to be on the course at end Jan.

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