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.
Before you access the service, you might wish to read our user guide first which takes you through the steps you need to follow.
Forgotten your log-in details?
Contact our Investor Services Team:
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.Open service>
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:
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.