Pre-sale
Including key features documents, terms and conditions, and declarations.
User guides
A collection of process guidelines to help you when working with Nucleus.
Account specific
Including all account specific information e.g. Isa transfer form, fee authority and withdrawal forms.
Trust suite
Including guides for you and your clients, trust deeds, and tools to help you choose the right trusts and the appropriate assets.
Re-registration documents
Including stock transfer form and crest form.
General documents
Including our service charter and change to bank details.