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Document name	Overview	Category
How your assets are held	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
Instruction to trade form (non-SIPP)	A form used to buy, switch and sell off-platform assets, where permitted by your Nucleus GIA, ISA or Offshore Bond.	Investments
Instruction to trade form (SIPP)	A form used to buy, switch and sell off-platform assets, where permitted by your Nucleus SIPP.	Investments
Internal product switch form	A form for if you have an exisiting Nucleus platform product(s) and you wish to change to another Nucleus product range.	Nucleus SIPP, Nucleus ISA, Nucleus GIA, Nucleus Flexi SIPP, Nucleus Modular ISA, Nucleus Modular iSIPP, Nucleus Modular GIA
Investment manager account closing	A form used to close an account with an investment manager that is held within a Nucleus Flexi SIPP.	Investments
Investment manager account opening	A form used to open an account with an investment manager, to be held within a Nucleus Flexi SIPP.	Investments
ISA APS declaration (within Nucleus)	A form used to instruct the transfer of additional permitted ISA subscriptions, where eligible, between two Nucleus ISAs	Nucleus ISA
ISA APS transfer (external)	A form used to instruct the transfer in of additional permitted ISA subscriptions, where eligible, from another ISA manager to Nucleus	Nucleus ISA
ISA subscription form	A form to make a single subscription or start making regular subscriptions into your ISA with Nucleus.	Nucleus ISA, Nucleus Modular ISA, Money in
Joint to individual GIA request	A form to request the separation of a Joint GIA held by two individuals into two single Nucleus GIA products	Nucleus GIA