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Frequently asked questions

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Will you be contacting my clients, and if so, when?

We’re writing to your clients a few times before the upgrade takes place. Our first letter was sent to them last August, notifying them of the changes and that updated terms and conditions will apply on the new Nucleus Platform. A second letter was sent late last year, outlining how the restricted trading period will work in the run up to the upgrade. We'll shortly be providing a further update on our progress. And a letter confirming the date of the upgrade will be mailed approx. 60 days before the change takes place.

Online content covering additional detail about our plans is available for customers at nucleusfinancial.com/upgrade-support. We highlight this in our letters.

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