Nucleus GIA
What we offer, how it works, and the benefits for your clients
The Nucleus GIA is our versatile general investment account. With a broad asset marketplace and easy access through our platform, it’s an ideal companion to the Nucleus SIPP and ISA.
With the Nucleus GIA, your clients can:
- invest any amount at any time by bank transfer or Direct Debit
- invest in platform funds, managed portfolios, fixed-term deposits and notice accounts, as well as exchange traded investments (ETIs) through the platform's integrated stockbroking service
- have their Capital Gains Tax liabilities monitored by you through the platform's online tools
- use the product's cash account to pay selected charges on behalf of other Nucleus products they hold
- make single or regular withdrawals at any time
Key literature
Take a look at the documents below to learn more about how our Nucleus GIA works:
Platform Services Terms and Conditions
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Charges Schedule
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Key Features Permitted
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Permitted Investments List
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Charges Schedule
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These documents tell you more about how we operate:
Our charges
This table shows our Platform Charge, which is based on the value of all assets in your client’s Nucleus products. Please refer to the product’s Charges Schedule for full details of our charges.
| Account charges | Amount | |
|---|---|---|
| Platform charge - Based on the value of all assets in the Nucleus SIPP, ISA, GIA and Offshore Bond An additional 0.15% p.a. charge applies to customers holding an Offshore Bond, based on the value of assets in the Offshore Bond only. |
First £200,000 | 0.33% per year |
| Next £300,000 | 0.30% per year | |
| Next £500,000 | 0.175% per year | |
| Over £1 million | 0.05% per year | |
| (payable monthly, £13.25 minimum | ||
How to apply
An individual GIA product can be opened through the platform. Your client can then sign their application form using a secure digital signature, resulting in a swift, integrated set up.
You can register for access to the platform by following these simple steps:
Step 1
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Step 2
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Step 3
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The Nucleus GIA can also be held by companies, trusts or by two individuals on a joint basis. As multiple parties are required to sign in these instances, wet signatures are required.
Explore our document library
Head over to our document library for all the literature you'll need to help manage your clients' Nucleus products.
