Questions you should ask platforms today

    It’s vital for advisers who use platforms to understand their obligations, but along with this comes a great opportunity to ensure that clients are fully benefiting from the increased fairness, transparency and cost efficiency that regulation and more advanced technology is bringing.

    Download the paper to find out:

    • The impact of TR16/1 on your business
    • The challenging questions to ask your platform
    • What is next for due diligence

    Hubspot form settings

    Change the portalId and formId numbers in the code below

    Portal id: 316077

    Form id: 6e69cb34-da84-4200-921c-4736d3a10060

    From time to time, we'd like to send you news about Nucleus and our products and services, including important industry-led news and publications and invitations to our events, most of which are CPD accredited. All of our content is carefully curated to help you grow your business and we hope you will find it useful. You can change your preferences at any time or unsubscribe in the links at the bottom of any email from us. Just let us know what you would like to receive from us by checking the boxes below:

    To find out more about how we manage the data you share with us, view our privacy policy.

    By clicking the submit button below, you agree to us processing your data in accordance with our privacy policy.

    Yes, I'd like to receive updates from Nucleus\",\"required\":false},{\"communicationTypeId\":4979577,\"label\":\"Yes, I'd like to receive invitations to events\",\"required\":false},{\"communicationTypeId\":4980327,\"label\":\"Yes, sign me up to the weekly illuminate blog \",\"required\":false}],\"communicationConsentText\":\"

    From time to time, we'd like to send you news about Nucleus and our products and services, including important industry-led news and publications and invitations to our events, most of which are CPD accredited. All of our content is carefully curated to help you grow your business and we hope you will find it useful. You can change your preferences at any time or unsubscribe in the links at the bottom of any email from us. Just let us know what you would like to receive from us by checking the boxes below:

    \",\"processingConsentType\":\"IMPLICIT\",\"processingConsentText\":\"

    By clicking the submit button below, you agree to us processing your data in accordance with our privacy policy.

    \",\"privacyPolicyText\":\"

    To find out more about how we manage the data you share with us, view our privacy policy.

    \",\"isLegitimateInterest\":false}","pageUrl":"https://nucleusfinancial.com/support/publications/planning-your-exit","pageTitle":"Planning your exit | nucleus financial","source":"FormsNext-static-3.114","timestamp":1542729331997,"userAgent":"Mozilla/5.0 (Macintosh; Intel Mac OS X 10_13_6) AppleWebKit/537.36 (KHTML, like Gecko) Chrome/70.0.3538.102 Safari/537.36","referrer":"https://nucleusfinancial.com/node/add/drag_and_drop_page","originalEmbedContext":{"portalId":"316077","formId":"249aa3b5-1bd8-476d-8078-892808a28bbd","target":"#hbspt_604459a7-4728-4033-b838-4ef82e62f96d","hutk":"10ae414b6fac919c9d1cb0bd979139f8"},"boolCheckBoxFields":"LEGAL_CONSENT.subscription_type_180924,LEGAL_CONSENT.subscription_type_4979577,LEGAL_CONSENT.subscription_type_4980327","redirectUrl":"https://nucleusfinancial.com/support/publications/planning-exit-ty/","formTarget":"#hbspt_604459a7-4728-4033-b838-4ef82e62f96d","correlationId":"6f9a6837-0038-427a-b49d-07b02f0f008b","hutk":"10ae414b6fac919c9d1cb0bd979139f8"}" data-reactid=".hbspt-forms-0.7">