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

Once you have registered for the service and have received confirmation of your username and password, you might wish to read our user guide which takes you through the remainder of the process, before you access the service.

 User guide

Forgotten your log-in details?

Contact our investor services team:


Important notice

If you are an existing user of the Premier Online Valuation Service, please note that from Monday 21st November 2016 you will see a change to the login process.

Ensuring the ongoing security of your investment account is very important to us, and to maintain this we are making some changes, which will require you to re-register for this service, using a one off enrolment process. This will also allow 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.

Access Service
To access the service, simply click on the link 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.


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:

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.

 

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 Asset Management 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.

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