Online valuation service

The Premier online valuation service provides clients, and their advisers, with 24 hour access to the latest portfolio information, and portfolio transaction history for the last 24 months. If you require older transactions, please contact our dedicated investor services team using the contact details below.

User guide

This guide takes you through some of the key functionality of the Premier Portfolio Management Service online valuation service. For any other queries, contact our investor services team on 0333 456 1122.


Access Service
To access the service, simply click on the link and follow the log in process


New users of the online valuation service

If you are a client interested in registering for this service, complete and submit the registration form. An email will be sent to you within 3 working days. 

Once you have registered, you may wish to make use of our e-delivery option where valuations are provided electronically rather than paper valuations.

Please note: This online valuation is only for clients who are invested in the Premier Portfolio Management Service. If you do not know your account number(s), please contact the investor service team on 0333 456 1122.

If you elect to access the Online Valuation Service, you acknowledge that you have read and understood the terms of usage in the Premier Portfolio Management Service Terms and Conditions.

 

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 Asset Management 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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