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

    Before you access the service, you might wish to read our user guide first which takes you through the steps you need to follow.

    PDF Icon User guide

  • Forgotten your log-in details?

    Contact our Investor Services Team:

    0333 456 1122





Existing users of the online valuation service


IMPORTANT NOTICE: If you are an existing user of the Premier Online Valuation Service, please note that changes were made to the login process on Monday 21st November.

Ensuring the ongoing security of your investment account is very important to us, and to maintain this we have made some changes, which will require you to re-register for this service, using a one off enrolment process. This allows you to register your device/s (e.g., computer, laptop); select from or create your own security questions and answers, as well as adding a telephone number (if not already provided). Therefore the first time that you log-in after Monday 21st November, you will be asked to follow a number of steps to activate the enhanced security features and access your account. Naturally, we will aim to make this process as straightforward as possible, but if you do encounter any problems, please do get in touch using the contact details above and we can help guide you through.


To access the service, simply click on the link below and follow the log-in process. You should have received a letter from us detailing your new log-in details. However, as an added layer of security, you will also need to use an ‘enrolment code’ to register for the new service. This has been emailed to you separately. If you have not received your enrolment code, please contact our Client Services Team using the details above.

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New users of the online valuation service

If you are an adviser interested in registering for this service, simply complete and submit the registration form below:

Please note, fields marked with * are mandatory

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


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 stock does not constitute a recommendation to buy or sell the stock.

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 portfolio terms and conditions includes all the important information you need to consider before making an investment decision. This is available on this website or copies can be sent to you on request. See 'contact us' for more details.