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Document name Overview Category
Our complaints process
A guide to how our complaints process works, how and when we will respond, and the other options of support available to you Support guides
Pension credit transfer form
The form used to instruct the transfer of pension funds to another pension provider as part of a pension sharing order Pension sharing
Pension sharing orders
Our guide to the activities involved in when a court-ordered pension sharing order involves a Nucleus SIPP product Support guides
Personal details update
The form used to provide or update a customer's personal details on our records, including names, contact information and bank account details Contacts
Platform services terms and conditions
Terms and conditions for the Nucleus SIPP, Nucleus ISA, Nucleus GIA and Nucleus Offshore Bond Terms and conditions
Platform services terms and conditions for Flexi SIPP
Terms and conditions for the Nucleus Flexi SIPP Terms and conditions
Power of attorney
A form used to grant third party access to a Nucleus customer's product where they hold the appropriate power of attorney Contacts
Product technical guide
Our guide to the technical details of your Nucleus products, including tools and features, allowances and rules, investment options and choices for withdrawals Support guides
RL360 Nucleus platform offshore bond terms and conditions

The bond provider's own terms and conditions for the Nucleus Platform Offshore Bond

Offshore Bond
SIPP benefit payment form - Non-advised drawdown
The form used to request SIPP designation of funds for PCLS, capped drawdown or flexi-access drawdown Money out

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