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Premier Portfolio Management Service

Premier Portfolio Management Service

Markets in Financial Instruments Directive (MiFID II)

As part of the MiFID II legislation (effective 3 January 2018), Premier is required to assess and define the target market for each if its investment products, which means defining the types of investors whom Premier believe the investment product might be suitable for. But please note, Premier strongly recommends that potential investors and existing investors consult with a qualified financial adviser to help assess if our investment products are suitable to meet your personal circumstances and requirements.

The target market assessment document for each fund covers: the type of client the product is targeted at; expected knowledge and experience; expected financial situation, with a focus on the ability to bear losses; expected risk tolerance and compatibility of the risk and reward profile of the product with the target market; expected clients’ objectives; expected clients’ needs; and the different ways Premier believes it is reasonable to distribute the product, for example, through investment advice from a qualified person.


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.