Streamline your tax year end operations and transactions by using our enhanced functionality including flexible digital signatures, scanned documents and the ability to trade-on-trade.
We’re always listening, then we do.
We’re nothing without you, our users and that’s why we take your feedback on what you need from us and turn it into reality. This includes great technology improvements and more efficient servicing – above all we want to make working with us easy, giving you more time with your clients. You’ll also find helpful guidance on how to use our platform.
In the run up to tax year end you can take advantage of our scanned documents list to avoid any postal delays. You don’t need to rely on the post to submit applications and top ups. Our ‘scanned documents’ process lets you send completed paperwork to us via secure messaging and submit payments through electronic bank transfer.
Tax year end usually means there’s a few Bed and Isa transactions to be completed. Our trade-on-trade functionality lets you do simultaneous Bed and Isas – you don’t need to wait for trades to complete, saving you valuable time
Remember and make use of our easy-to-use, paper-free and secure e-signatures capability over tax year end. Our e-signatures requirements document gives information on the types of signatures we'll accept, approved software providers, and other additional requirements.
Take the pain out of calculating capital gains with Narrate CG. Helping clients to make good use of their annual tax allowances is central to effective tax planning. Narrate CG, our capital gains calculator, is designed to make this process easier.
Easy step guides
Transferring into your client's Nucleus pension
Transferring from one provider to another is easy on the Nucleus platform. All you have to do is complete the online new business process, send us the application pack and we’ll do the rest.
Transferring into a Nucleus Isa
Bringing together your client’s investments offers a number of benefits including a single valuation for all their holdings, improved reporting, a single view of all their investments and use of a consistent investment range and tools.
Applying for a Nucleus Isa (lump sum or regular contribution)
If you're looking for a quick reminder on how to key a new Isa application these are the steps to follow (lump sum or regular contribution).
Topping up an existing Isa with new money
Topping up an Isa account for your client is straightforward. In many cases there's no need to submit additional paperwork.
Online client fee authorisations
Instead of asking your client to complete a form each time you agree an adhoc fee, they can provide a one-time permission on Nucleus Go which lets you key ad-hoc fees onto the platform. Clients can use Nucleus Go for a fast, easy and paperless transaction.
How it works:
- One-time permission given by you client either through Nucleus Go or paper form.
- You key the ad-hoc fee on the platform.
- The transaction is created instantly and paid either straight from the cash balance or disinvestments are placed and the cash is paid once these are complete.
- We’ll send your client a confirmation letter confirming the fee amount.
How to videos
How to trasnsfer into a Nucleus Isa
How to set up a Jisa
How to key an inter account transfer between accounts in the same wrapper
How to re-register an Isa to Nucleus
How to key a Bed and Isa
How to key an inter account transfer between a client's two accounts
How to create a mail merge
How to prepare an Isa report for a mailing
Using Narrate CG
Narrate CG - using the estimate feature
For adviser use only
© Nucleus Financial Services Limited 2021
Nucleus Financial Services Limited is authorised and regulated by the Financial Conduct Authority, is registered in England with company number 05629686 and has its registered office at Elder House, St Georges Business Park, Brooklands Road, Weybridge, Surrey KT13 0TS. Please note that telephone calls may be recorded in order to monitor the quality of our customer service and for training purposes.