| Document name | Overview | Category |
|---|---|---|
| A form used to instruct the transfer of additional permitted ISA subscriptions, where eligible, between two Nucleus ISAs | Nucleus ISA | |
| A form used to instruct the transfer in of additional permitted ISA subscriptions, where eligible, from another ISA manager to Nucleus | Nucleus ISA | |
A form to make a single subscription or start making regular subscriptions into your ISA with Nucleus. |
Nucleus ISA, Nucleus Modular ISA, Money in | |
| A form to request the separation of a Joint GIA held by two individuals into two single Nucleus GIA products | Nucleus GIA | |
This form should be completed if you are to act as the legal guardian to a customer of a Nucleus product who is under the age of 18 years at the date of the application. |
Nucleus SIPP, Nucleus ISA, Nucleus GIA, Nucleus Offshore Bond, Nucleus Flexi SIPP, Nucleus Modular ISA, Nucleus Modular iSIPP, Nucleus Modular GIA, Nucleus Modular Offshore Bond (OFB) | |
| 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 | Nucleus 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 | |
A form to nominate the master user(s) to represent your adviser firm on the platform |
Adviser | |
A guide to help you understand your responsibilities in respect of self-managed commercial properties that are held in a SIPP |
Nucleus Modular iSIPP, Commercial property | |
This form is for top-ups to existing investments only. |
Topping up specialist investments, Nucleus Modular iSIPP |