How to invest

To make an investment into any one of our funds, please follow this guide below:

Premier funds

  • Please ensure your client reads the  Key Investor Information Document (KIID)  for the relevant share class as well as the  PDF Icon  Supplementary Information Document (SID). You must ensure that they are comfortable with all the risks involved before making an investment decision.
  • Once clients have read the above mentioned documents, they can complete the relevant  PDF Icon  application form  in block capitals, using blue or black ink. Please ensure all sections applicable are completed and all documentation is attached to the form. Forms must be returned to the address shown below:

    Premier Portfolio Managers Limited
    PO Box 3733
    Royal Wootton Bassett
    Swindon, SN4 4BG

  • If your clients want to make an additional investment or switch from one Premier fund to another Premier fund, they should complete and return either the  PDF Icon  Top Up Application Form  or  PDF Icon  Application Form to Switch Funds. If your client’s investment is held in an ISA, they will need to complete an ISA application form to top-up their investment. For top-ups, we will allocate shares at the next available dealing point after we’ve received instructions.

    Remember, it is important that your clients read the most recent Fund  Key Investor Information Document (KIID)  and  PDF Icon  Supplementary Information Document (SID)  before sending completed forms to us.

If you have any questions about how to invest in our Premier funds, please contact us:

Adviser helpline:  0333 456 9033
Investor services:    0333 456 6363


Download our  PDF Icon  administration guide  which outlines the most common questions you may have about the administration of your account once you have invested with Premier.


Premier Portfolio Management Service

  • Please ensure that your client has read the  PDF Icon  terms and conditions  and understands the risks involved before investing.
  • Your client must complete the relevant application form in block capitals using blue or black ink. Please ensure all sections applicable are completed, all documentation is attached to the form and the declaration is signed.
  • Ensure a cheque is enclosed and made payable to: SEI Re: Premier Fund Managers Limited.
  • If your client is applying on behalf on a Trust, please ensure a copy of the Trust Deed signatory list is enclosed.
  • If applicable, specimen signatures have been provided for any persons permitted to give Premier instructions regarding the portfolio.
  • The relevant Anti-Money Laundering documentation is enclosed for each individual and/or Trustee on the signatory list.
  • Forms must be returned to the address shown below:

    Premier Fund Managers Limited
    Eastgate Court
    High Street
    Guildford
    Surrey, GU1 3DE

    If you have any questions about how to invest in our Premier Portfolio Management Service, please contact us:

    Adviser helpline:  0333 456 9033
    Investor services:    0333 456 1122

Investment trusts

Premier does not offer a dealing service or regular savings plan for the Acorn Income Fund or Premier Energy and Water Trust. However, you can buy the Ordinary and Zero Dividend Preference shares through a stockbroker or a bank in the same way as you would for any company.

 

If you have any questions about our investment trusts, please contact us:

Adviser helpline:  0333 456 9033

 

Risk warning

Please remember that past performance is not a guide to future returns and the price of shares and the income from them may go down as well as up and you could get back less than you invested. Reference to any particular fund does not constitute a recommendation to buy or sell the fund. If you do not have professional experience in matters relating to investments, please speak with a financial adviser before making an investment decision.

A free, English language copy of the full prospectus for each Fund, the Key Investor Information Document and Supplementary Information Document, which include the important information you need to consider before making an investment decision, are available on this website or copies can be sent to you on request. See ‘Contact Us’ for more details.