Jake Thomas About Nucleus Nucleus is a wrap platform founded in 2006 by advisers committed to altering the balance of power in the industry by putting the customer centre stage. It provides independent wrap platform services to over 1,400 active adviser users and works with more than 880 financial adviser firms as at 31 December 2020. It is responsible for AUA of £17.4bn on behalf of more than 101,000 customers. The multi award-winning platform offers a range of custody, trading, payment, reporting, fee-handling, research and integration services across a variety of tax wrappers and more than 6,500 asset choices including cash, OEICs, unit trusts, offshore funds, structured products and listed securities, including ETFs and investment trusts. The platform currently facilitates over 1.1 million customer account transactions on average per month.
Form 8.5 (EPT/RI) - Nucleus Financial Group Plc
FORM 8.5 (EPT/RI)
PUBLIC DEALING DISCLOSURE BY AN EXEMPT PRINCIPAL TRADER WITH RECOGNISED INTERMEDIARY STATUS DEALING IN A CLIENT-SERVING CAPACITY
Rule 8.5 of the Takeover Code (the “Code”)
1. KEY INFORMATION
Shore Capital Stockbrokers Ltd
Use a separate form for each offeror/offeree
Nucleus Financial Group PLC
Nucleus Financial Group PLC
30 December 2020
(e) Has the EPT previously disclosed, or is it today disclosing, under the Code in respect of any other party to this offer?
No
(a) Purchases and sales
Lowest price per unit paid/received
Ordinary
Class of relevant security
Number of reference securities