Fair Investment Company Limited presented a proposition to Nucleus Financial Services Company Limited on becoming a distribution partner for their investment and savings services. Fair Investment has over xxxx clients and £xxx million in assets under management. They outlined their vision, marketing plans, and projected growth over the next few years, expecting clients and assets under management to increase significantly. Partnering with Nucleus could help Fair Investment expand their direct-to-consumer proposition and take advantage of an emerging market as traditional financial companies decline and more investors move online.

1. Fair Investment Company Limited Proposition A presentation to Nucleus Financial Services Company Limited 25 January 2010

2. “ A unique and innovative proposition which is set to take its place in the D2C market.”

6. Structure

12. Distribution network ISAs, Savings and Investments Brands operated by Fair Investment Brands operated by FDM ISA / Savings distribution partners

17. Customer journey Nucleus

18. Customer journey Nucleus