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Document name Overview Category
Managing a beneficiary SIPP
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
Master user registration form

A form to nominate the master user(s) to represent your adviser firm on the platform

Adviser
Nucleus Customer responsibilities for self-managed properties held within a SIPP

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
Nucleus Flexi SIPP charges schedule

A summary of the charges we apply, including example scenarios

Nucleus Flexi SIPP
Nucleus Flexi SIPP key features document

An overview of the product's features, benefits, risk and options.

Nucleus Flexi SIPP
Nucleus Flexi SIPP permitted investments list

A list of the investment options allowed within the Nucleus Flexi SIPP

Nucleus Flexi SIPP
Nucleus GIA charges schedule

A summary of the charges we apply, including example scenarios

Nucleus GIA
Nucleus GIA key features document

An overview of the product's features, benefits, risk and options.

Nucleus GIA
Nucleus GIA permitted investments list

A list of the investment options allowed within the Nucleus GIA

Nucleus GIA
Nucleus 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

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