There is no adviser or client fee for using the Connect portal which means lower total cost of ownership for your clients.1
Services include buying and selling Premier Miton funds, fund switching, re-registration, illustrations, valuations and client reporting.
Access to all Premier prefixed funds, including 15 multi-asset and multi-manager funds covering income, conservative growth, absolute return, balanced and growth objectives.
Access to look-through client investment reports showing all the underlying investments in our multi-asset funds.
Facilitates payment of adviser remuneration when agreed by a client.
Facility for dividends to be paid directly into a client's bank account, Alternatively, income can be paid into a product account or re-invested.
Access to an investment account and ISA.
Connect services are provided by FNZ, a global financial technology firm.
Digital service available 24 hours a day, 7 days a week.
1Fund charges will apply.