| Document name | Overview | Category |
|---|---|---|
| Our guide to the legal structure of our products, outlining how your investments are held, in whose name, and what financial protections may apply | Support guides | |
A form used to buy, switch and sell off-platform assets, where permitted by your Nucleus GIA, ISA or Offshore Bond. |
Investments | |
A form used to buy, switch and sell off-platform assets, where permitted by your Nucleus SIPP. |
Investments | |
A form used to close an account with an investment manager that is held within a Nucleus Flexi SIPP. |
Investments | |
A form used to open an account with an investment manager, to be held within a Nucleus Flexi SIPP. |
Investments | |
| A form used to instruct the transfer of additional permitted ISA subscriptions, where eligible, between two Nucleus ISAs | ISA | |
| A form used to instruct the transfer in of additional permitted ISA subscriptions, where eligible, from another ISA manager to Nucleus | ISA | |
| A form to request the separation of a Joint GIA held by two individuals into two single Nucleus GIA products | GIA | |
| This trust form is designed to allow payment of the proceeds of an investment to the Trustees without grant of probate/letters of administration/confirmation. The Loan Trust is primarily designed for use with investment bonds | Trust | |
| An introductory guide to the Nucleus SIPP for beneficiaries of deceased customers who have opted to hold the pension proceeds in a SIPP of their own | Support guides |