Pre-sale | Library

Submitted by rhill on Wed, 05/01/2019 - 10:44

Id	Description	Type
0002	Terms and Conditions (effective from 22/07/26)
0003.40	Key Features of the Nucleus Wrap
0004	Key Features of the Nucleus Isa Account
0006	Key features of the Nucleus Pension account
0155	Key features of the Nucleus General account
0317	Key features of the Nucleus Junior Isa
0044.25	Key features of the Nucleus Onshore Bond account
0033.25	Key features of the Nucleus Offshore Bond
0643.06	Nucleus Offshore Bond terms and conditions
0164.20	Nationality and residency questionnaire
0222.15	Politically exposed person (PEP) questionnaire
0268	Automatic Exchange of Information
0352	Entity tax residency self-certification form
0353	Individual tax residency self-certification form
0354	Controlling person tax residency self-certification form
0459	Investor protection
0016.16	Anti-money laundering form - Individuals
0017.17	Anti-money laundering form - Corporate & other non-personal entity
0059.30	Application coversheet
0030	Application checklist including bank details
0329	Application summary requirements
0618.05	Sending payments to Nucleus, a guide for clients
0494	DFM client authority schedule 1
0010.03	RAS Declaration form

Id	Description	Type
0024	Declaration form (includes Isa subscription application for 2026/2027)
0145.20	Nucleus Isa declaration (existing clients only) 2026/2027

Id	Description	Type
0027	Declaration - Corporate & Trusts
0314	Declaration - Junior Isa
0270.13	APS declaration