Nucleus Wrap Investment Partner 

Nucleus Wrap is now an investment partner in our SIPP products

This means you can offer your clients an extensive choice of over 6,000 investment options, including market leading model portfolio solutions, to help cater for your clients and their wide range of investment needs and objectives.

Benefits of accessing Nucleus Wrap within our SIPPs:

  • 6,000 investment options
  • A range of model portfolio solutions
  • Investment options to suit all risk appetites
  • A simple and transparent charging structure
  • Dedicated team to support the process
  • Daily valuation and holding updates

How do I get started?

Getting started is easy. Our step by step guide below shows how to use Nucleus Wrap as an investment partner.

For more information, please email salessupport@nucleusfinancial.com.


1. 

Open your client's Curtis Banks SIPP, if you haven't already.

2. 

Sign up for Nucleus Wrap if not an existing user.

3. 

Create a GIA on the Nucleus Wrap platform.

4. 

Send the trust declaration to Curtis Banks for signing via the secure portal.


5. 

Once signed, create a JIRA on Nucleus Wrap to provide paperwork. This includes the Trust declaration signed by two Curtis Banks trustees and a copy of the authorised signatories list. 


6. 

Once the GIA is open, request Curtis Banks sends the funds to Nucleus Wrap.


7. 

Once funds have cleared you can trade within the GIA.