Welcome to our online valuation service, giving you access to information about your investment with us.
If you are invested in a fund with a Premier or Premier Miton prefix and have an 8 digit account number starting with a 6 or 8 e.g. 6002 3456, please click below to proceed to the online valuation service:
Online security enhancementsWe employ extensive controls to protect sensitive client information and our clients’ investments, and we regularly adapt these controls to respond to changing requirements and advances in technology. To ensure the ongoing protection of your account details and personal information, the security controls are outlined below:
Premier funds - Online valuation service
The Premier Portfolio Management Service online valuation service is currently open to both clients and advisers.
If you are invested in the Premier Portfolio Management Service and have an account number starting with 5 or 6 letters e.g. SMITHZ000ISA1, please click below to register or existing users can continue through to the service:
IMPORTANT NOTICE: Please note that Microsoft Edge is not currently an accepted browser for the new online valuation service, however the following browsers are supported: Internet Explorer 11, Google Chrome, Firefox and Apple Safari.
To ensure the ongoing protection of your account details and personal information, your account will be locked after 90 days of inactivity.
Premier Portfolio Management Service - Online valuation service
If you need assistance contact our investors services team who will be able to help you:
Premier Portfolio Management Service
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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