Privacy policy

    Nucleus is committed to preserving the privacy of all visitors to www.nucleusfinancial.com. Please read the following to understand how we use and protect the information that you provide to us.

    To ensure that we are providing an efficient and effective service we will sometimes be required to share the information we have collected with third parties that support us in providing this service. These third parties are:

    • Your financial adviser
    • Companies we have chosen to support us in the delivery of our products and services, for example, IT service providers, consultants and companies that provide administrative services
    • HM Revenue & Customs, regulators and other authorities
    • Companies you ask us to share data with
    • Credit reference agencies to carry out anti-money laundering or identity verification checks
    • RL 360 Limited (if you invest in the Nuclues offshore bond)
    • Sanlam Life & Pensions UK Limited (if you invest in the Nucleus onshore bond). Sanlam privacy statement (PDF).
    • Scottish Friendly Life Assurance Society Limited (if you have invested in the Scottish Friendly onshore bond or Nucleus APP Pension Account)
    • Pension fund trustees (if you invest in a SIPP)
    • Fund managers (or their appointed representatives) of the relevant fund(s) you have invested in
    • Discretionary fund managers, should you elect to use such a service
    • Banks with which we operate client banking arrangements.

    We may have to share your data with other companies in the Nucleus group, for example we will share your personal information with other entities in the Nucleus group as part of our regular reporting activities on company performance, in the context of a business reorganisation or group restructuring exercise, for system maintenance support and hosting of data.

    Most of your information is processed in the UK and European Economic Area (EEA). We may process some of your information outside the EEA, including countries such as the United States and India. Where your information is processed outside of the EEA, we take additional steps to ensure that your information is protected to at least an equivalent level as would be applied by UK or EEA data privacy laws. We will put in place appropriate contracts with our third party suppliers and take steps to check these suppliers are fulfilling their obligations.

    Whenever we share your personal information, we will do so in line with our obligations to keep your information secure.

    You can find out more about the bodies we share your information with by contacting dataprotection@nucleusfinancial.com.