What is a wrap?

  • At its core a wrap is an online environment in which advisers and their clients can manage assets more effectively
  • It allows you to look at your investments as a whole and to assess their progress and value at a glance of a single screen online 24/7.
  • Within the Nucleus wrap environment you can access over 4,000 different investment funds from over 200 investment management companies. Negotiating terms with these companies is helped by the collective buying power of Nucleus investing IFAs.
  • Using Nucleus is easier for your financial adviser than the historical model, as a consequence they will have more ability to focus on the key issues – building and managing the right investment solutions for you.
  • Nucleus allows you to invest in six types of accounts:
    • A General account for direct holdings
    • An Isa account
    • A Pension account
    • A Protected Rights Pension (PR) account
    • An Offshore Bond account
    • An Onshore Bond account