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Premier Portfolio Management Service

Premier Portfolio Management Service

Below are some of the key features of the Premier Portfolio Management Service.

All applications to invest must be made through an authorised financial adviser. We are unable to accept direct applications. Clients who no longer have a financial adviser, and do not appoint a new financial adviser, may have their accounts closed and their investments returned.

We are unable to accept direct applications; all applications to invest must be through an authorised financial adviser. It is important this information is considered in conjunction with the Premier Portfolio Management Service Terms and Conditions before making an investment commitment.

What is the minimum amount I can invest?
How many portfolios can I invest in?
What is the minimum amount I need to hold in my account?
Can I take partial withdrawals from my investment?
Can I switch money between Premier portfolios?
Can I make regular savings?
Can I top up my investment?
Can I make a yearly Individual Savings Account (ISA) subscription?
Can I take regular withdrawals from my investment?
If I am invested in an income portfolio, how often is my income paid?
When will I receive my first income payment?
Can I receive income from my growth portfolio?
What happens if the value of my account falls below the minimum holding of £150,000?
What happens if the value of one or more of my investment portfolios falls below the minimum holding of £50,000?
What happens if I no longer use the services of a financial adviser?
How can I find out the value of my portfolio?
How can I make a change to my portfolio, such as changing the regular withdrawal amount, or switching between portfolios?
What if I want to close my account?
Can Premier arrange for payment of agreed fees to my financial adviser from my account?
What should I do if my personal details change?
What happens to my investments if I die?

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.