We strongly recommend you get financial advice before investing. Premier Miton does not provide investment advice. Please speak with an authorised financial adviser. You may like to read our Security of your investments document which summarises the main protections available to you as an investor with us. The value of investments and the income from them can go down as well as up. Your money is at risk and you could get back less than you invested.
From 6 April 2021, the postal address for sending completed application forms for investments in a Premier Miton fund is changing. From this date, please send your completed forms to Premier Portfolio Managers Limited, Sunderland, SR43 4AW
This address should NOT be used for investments being made through Connect (our online investment portal) or for investments in the Premier Portfolio Management Service. If you are unsure which application form to use and where to send your completed form, please contact us on 0333 456 1122. Applications made using incorrect forms or sent to an incorrect address may be rejected.
The process below does not apply to investments that are made through Connect – Premier Miton’s online investment portal – or the Premier Portfolio Management Service. If you are unsure which application form to use and where to send your completed form, please contact us on 0333 456 1122. Applications made using incorrect forms or sent to an incorrect address will be rejected.
To make an additional investment or switch from one Premier Miton fund to another Premier Miton fund, please complete and return either the Top Up Application Form or Application Form to Switch Funds. If an investment is held in an ISA, please complete an ISA application form to top-up an investment. For top-ups, we will allocate shares at the next available dealing point after we’ve received instructions.
Remember, it is important that the most recent fund Key Investor Information Document and Supplementary Information Document are read before completed forms are sent to us.
If you have any questions about investing in a Premier Miton fund, please contact us:
The process below does not apply to investments that are made through Connect – Premier Miton’s online investment portal. If you are unsure which application form to use and where to send your completed form, please contact us on 0333 456 1122. Applications made using incorrect forms or sent to an incorrect address will be rejected.
This service is only available to investors who use the ongoing services of a financial adviser. Applications can not be accepted by investors who do not have a financial adviser.
If you have any questions about investment in our Premier Portfolio Management Service, please contact us:
We do not offer a dealing service or regular savings plan for the Investment trusts we manage. However, the Ordinary and Zero Dividend Preference shares can be purchased through a stockbroker or a bank in the same way as you would for any company. Before investing you should read the applicable PRIIPs Key Information Document (KID), AIFMD Disclosure Document and Prospectus as they contain important information including charges, tax and the risks of investing.
If you have any questions about our investment trusts, please contact us:
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.
The methodology and calculations used by the companies or organisations that provide the fund or fund manager awards and ratings are not verified by Premier Miton Investors and we therefore are unable to accept responsibility for their accuracy. Ratings and awards should not be relied upon for making an investment decision, nor are they an indication, promise or guarantee of future performance of a fund or fund manager.
This section of the website and the content it contains is for private investors only. Investment professionals should refer to the investment professionals site.
The content of the pages of this website is for your general information and use only. It, and the products and services described within it, are subject to change without notice. We shall not be liable to you, or any third party, for any amendment, modification, suspension or discontinuance of any product or service described on our website. Neither we, nor any third parties, provide any warranty or guarantee as to the accuracy, timeliness, performance, completeness or appropriateness of the information and materials made available on this website.
You acknowledge that such information may contain inaccuracies or errors and we expressly exclude liability for any such inaccuracies or errors to the fullest extent permitted by law. Your use of any information or materials is entirely at your own risk, for which we shall not be liable.
The information contained on this website does not constitute an offer or solicitation to sell shares in the funds or to provide you with other products or services. Any application or investment must only be made on the basis of the relevant documentation of the investment, such as, for example, prospectus, key investor information document (KIID), supplementary information document (SID) or terms and conditions. The information on this website does not constitute any investment, tax, legal or other advice. Persons who do not have professional experience in matters relating to investments should always consult with an independent financial adviser before making any investment decision. Any opinion expressed on individual funds, services or products represent the views of the individual at the time of preparation and should not be interpreted as a personal recommendation to buy or sell or otherwise trade all or any of the investments that may be referred to.
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