Nucleus ISA
What we offer, how it works, and the benefits for your clients
The Nucleus ISA is our simple, smart individual savings account. This stocks and shares ISA offers flexible access and a wide asset choice, giving your clients a secure savings product with access to tax-free withdrawals on demand.
With the Nucleus ISA, they can:
- subscribe by bank transfer or Direct Debit, up to the annual limit (currently £20,000 per tax year, or £9,000 for a Nucleus Junior ISA)
- use BED & ISA to establish or top-up an individual ISA product from existing holdings
- invest in platform funds and managed portfolios, as well as exchange traded investments (ETIs) through the platform's integrated stockbroking service
- grow ISA savings in a mostly tax-free environment
- make single or regular tax-free withdrawals at any time, with flexible access allowing them to replace any withdrawals within the tax year back up to the annual limit
Key literature
Take a look at the documents below to learn more about how our Nucleus ISA 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
Our products can be opened through the platform. Your client can 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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Explore our document library
Head over to our document library for all the literature you'll need to help manage your clients' Nucleus products.
