Nucleus ISA
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.
Key features
With the Nucleus ISA, clients 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 and ISA to establish or top-up an individual ISA product from existing holdings
- invest in platform funds and managed portfolios, Structured Products, as well as Exchange Traded Instruments (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
- open a Junior ISA for minors
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 (excluding cash) 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. All platform charges are payable monthly. | First £500,000 | 0.27% per year |
| Next £500,000 | 0.175% per year | |
| Over £1 million | 0.05% per year | |
Key literature
Take a look at the documents below to learn more about how our Nucleus ISA works:
These documents tell you more about how we operate:
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