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Document name	Overview	Category
Loan trust	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
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 Director's statement (Unquoted shares)	This form is for top-ups to existing investments only.	Topping up specialist investments, Nucleus Modular iSIPP
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