How to register

Your adviser firm must be registered to use Connect before you can start using the service. To register, simply download, print and complete the Connect adviser firm registration form. We recommend you nominate at least 2 ‘administrators’ within your firm. Your administrator, also referred to as the 'adviser super-user', will set-up all users within your firm. If your firm is an appointed representative, we will need to have received the completed network registration form prior to setting up the firm registration.

We will normally process registration applications within 24 hours of receipt of your completed form, unless further information is required. Your nominated administrator/s will receive their Connect user-name and link to set their password by email. The password must be changed within 24 hours of receipt of this e-mail. The administrator can then set up different users of the portal within your adviser firm.

Adviser firm registration form

Network registration form

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FAQs

Connect is a no-fee digital administration portal enabling you to access and manage your clients’ investments on an ongoing basis. This means a lower total cost of ownership for your clients as, unlike platforms, there is no platform fee applied. The usual ongoing charges associated with investing into a fund will apply; please refer to the Total costs and charges document available on our website for further information about the individual fund charges that apply.

Advisers must be registered to use Connect before being able to access the system. The following questions and answers are designed to help you register for Connect.

How can I register to use Connect?

Simply complete and return the Connect adviser firm registration form.

Where can I find registration forms?

Registration forms can be found on this page, under the ‘Literature’ heading

I am directly authorised; what do I need to do to register?

  • Complete all the sections within the Connect adviser firm registration form
  • Ensure two ‘administrators’ have been nominated (also known as the ‘adviser super user’)
  • Read and agree to the Connect adviser terms & conditions and terms of use
  • Authorised signatory/ies must agree to and sign the declaration (a wet signature is required)
  • Return the original form with a certified authorised signatory list

I am part of a network; what do I need to do to register?

Step 1 - The network must be registered initially. If they are not registered, they will need to complete the network registration form by following the above steps and return the completed original form to us, with a certified authorised signatory list.

Step 2 – Following network set up, we will require a fully completed and original adviser firm registration form returned to us with a certified authorised signatory list.

To find out if your network is registered with Connect, contact our Investor Services team on 0333 456 1122.

Where do I return completed registration forms?

Completed forms should be returned to: Investor Services, Premier Fund Managers Limited, Eastgate Court, High Street, Guildford, GU1 3DE

How do I know if I am already registered?

If you are unsure if you have registered, please call our Investor Services team on 0333 456 1122.

When will you process my registration form?

We will normally process registration applications within one working day of receipt of your completed form, unless further information is required.

What happens after you have processed my registration?

We will send a welcome e-mail within one working day to your nominated administrators/adviser with the following two e-mails per user;

    • Username
    • Link to set their password

Passwords must be set within 24 hours of receiving the initial password link. When setting a password, your administrators will be asked to complete five security questions from a selected list, and each answer must be five characters or more.

What happens if I do not log on within 24 hours of receiving the password link?

Click the link within the original e-mail and this will take you to the log on page. Select ‘Forgotten your password?’ to receive a new password link. This will typically be sent within 20 minutes.

What is the role of the administrator?

The role of the administrator is to set up and maintain other users of Connect within your firm.

How do I set up new users within my firm?

Only the administrator can set up and edit users within your firm. Please refer to the getting started section within the Connect user guide, which will take you through this process.

What happens when new users have been set up by my firm’s administrator?

As soon as a new user has been created, they will receive 2 e-mails with;

  • Username
  • Link to set their password

I am the administrator but also an adviser; do I need separate user details?

The adviser and administrator have different functionality within Connect and therefore you will also need to set yourself up as an adviser/non adviser. This means that you will have two usernames; one will enable you to set up and manage users of Connect and the other will enable you to place or view business within Connect.

I have forgotten my password; what do I do?

Within the log on page, under the box where you would normally enter your password, you will see ‘Forgotten your password?’ Click to receive a new password link to reset your password. This will normally be sent to you within 20 minutes.

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If you are unsure if your adviser firm is already registered, call us on 0333 456 1122

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