How can I get involved?
The process for joining Nucleus is designed to suit the needs of the prospective IFA firm whilst ensuring that both Nucleus and the prospective IFA business are fully compatible.
The time elapse between step one and completion has been as quick as a few weeks – in other cases the IFA has elected to join Nucleus after several months deliberation.
We are keen to grow and have been delighted with the pace of growth – but our main priority is to ensure that the partnership is a good fit.
IFAs increasingly have Nucleus recommended to them by existing investing IFAs. In other cases IFA firms will make contact having seen the website or picked up on our success in the market or via the media. The first stage will involve an initial meeting with our business development team. This will help both parties decide whether there is partnership potential. You may care to take our Could we be perfect partners?.
The five steps to joining Nucleus
Step one
It is essential that both parties are completely open
with each other, therefore at this stage we exchange “Non
Disclosure Agreements”
Step two
The IFA firm will complete an ‘Initial Information
Request’ form which includes information on the
firm’s accounts and business plans
Step three
Nucleus will carry out the due diligence process
Step four
Once the process is complete then the Due Diligence
Committee will meet to agree if the firm will join
Nucleus
Step five
The shareholder agreement is completed and the IFA
firm subscribes for equity in Nucleus Financial Ltd
After step five the IFA business will be registered to use the Nucleus platform. Each firm is then aligned to a Nucleus IFA account manager who will deliver induction training sessions and will be responsible for the smooth running of your business with Nucleus.