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
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