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Connect

Connect is our online investment portal which enables your financial adviser to make direct applications to invest in Premier Miton’s range of funds on your behalf and to manage your Premier Miton investment account on an ongoing basis.

In brief

  • 24 hour online investment service
  • Enables your financial adviser to manage your investment account on your behalf
  • Unlike investment platforms, there is no fee for using the service
  • Access to a wide range of Premier Miton funds; typically the lower fee share classes
  • Personalised statements whenever you need them
  • Requests to switch funds, make withdrawals, top up your investment, change your contact details, and much more, can be actioned by your financial adviser following your instruction

Unlike many investment platforms, you will not pay any charge for buying, holding or managing your investments on the Connect portal. The standard costs and charges for investing in a Premier Miton fund will still apply.

Premier Miton funds offer different share classes, depending on the amount you are investing, and different charges will apply. Investments into a Premier Miton fund through Connect are typically made into the ‘C’ or ‘D’ share class – these share classes have lower annual management charges than the 'A' and 'B' share classes. When checking the performance or daily prices of the Premier Miton fund you are invested in, it is important that you look at the share class you are invested in. This information can be found on the contract note that we will send you when you invest. Or you can ask your financial adviser to check for you if you are unsure in any way.

As a digital portal, your adviser has access to your investment account 24 hours a day, 7 days a week. Your adviser can action your instructions, such as for example, topping up your investment, switching between Premier Miton funds, setting up regular withdrawals or requesting a one-off withdrawal, as well as generating personalised statements when you need them. 

Connect documents

 Connect Supplementary Information Document

 Connect Client Terms & Conditions

Monthly factsheets - all

 

For financial advisers

Click here to log-in or register for Connect

 

 

Risk and other important information

When you invest, your money is at risk because the value of investments, and any income from them, can go down as well as up and you could get back less than you invested. The past performance of an investment is not a guide to how it will perform in the future. Because there are many different types of investment risk and investors have different attitudes to risk, we are not able to categorise our investments as having a specific level of risk. We would therefore strongly recommend that if you do not have professional experience in matters relating to investments, you should speak with a financial adviser before making an investment decision.

Premier Miton Investors is not authorised to provide investment advice or tax advice. Before making an investment decision, it is also important that you read the key documentation for that investment which is available in the literature section of the website, by contacting a financial adviser or by getting in touch with us directly. See ‘Contact us’ for more information or if you are unsure. You can find more details about the specific risks and literature that are relevant to each type of investment on the individual fund, portfolio or investment trust website pages.

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