| Document name | Overview | Category |
|---|---|---|
A list of investments options allowed in the Nucleus service. |
EQi | |
EQi Terms and conditions for the Nucleus service |
EQi | |
A form to be completed if you wish to appoint a third party as an agent or to amend an existing authorised user/s authority. |
EQi | |
A form to complete if you wish to approve a third party to request information about your account. |
EQi | |
A form used to nominate the preferred beneficiaries to receive pension benefits following a death. |
Money out | |
A form for estate executors to use to request settlement of a deceased customer's GIA. |
Contacts | |
| The form used to set up regular payments in from a customer into their GIA or ISA products with Nucleus | Money in | |
A form to make single or regular payments into your GIA with Nucleus |
Nucleus GIA, Nucleus Modular GIA, Money in | |
| This trust form is designed for use with life assurance or capital redemption policies. It is designed to allow payment of the policy proceeds to the Trustees without the need for a grant of probate/letters of administration/confirmation, and is not to be used for SIPP products | Nucleus Trust | |
| Our guide to some of the warnings signs that could put your money at risk, and what you (and we) can do about it to keep your money safe | Support guides |