Connect-icon

Welcome to
Connect

Connect is Premier Miton Investors’ no-cost online service, enabling advisers to manage their clients’ investments in our range of funds.

Get started

Connect is designed to be an intuitive and easy to use online administration service.

Zero
cost

There is no adviser or client fee for using the Connect portal which means lower total cost of ownership for your clients.1
Manage your clients’ investments in a wide range of funds

Services include buying and selling Premier Miton funds, fund switching, re-registration, illustrations, valuations and client reporting.

Look-through
reporting

Access to look-through client investment reports showing all the underlying investments in our multi-asset funds.

Customer agreed
adviser renumeration

Facilitates payment of adviser remuneration when agreed by a client.

Natural income
option

Facility for dividends to be paid directly into a client’s bank account, Alternatively, income can be paid into a product account or re-invested.

Choice of investment products

Access to an investment account and ISA.

Powered by
FNZ

Connect services are provided by FNZ, a global financial technology firm.

24/7

Digital service available 24 hours a day, 7 days a week.

1 Fund charges will apply.

User guide

Our Connect user guide for advisers aims to take you through the steps of using some of the key functions, including generating a quote, making an application, transfer tracking, producing ad-hoc and personalised client reports, editing and managing your clients’ accounts, fund switching, organising withdrawals and much more.

connect-user-guide

How to register

Your adviser firm must be registered to use Connect before you can start using the service. To register, simply download, print and complete the Connect adviser firm registration form.

We recommend you nominate at least 2 ‘administrators’ within your firm. Your administrator, also referred to as the ‘adviser super-user’, will set-up all users within your firm. If your firm is an appointed representative, we will need to have received the completed network registration form prior to setting up the firm registration. We will normally process registration applications within 24 hours of receipt of your completed form, unless further information is required. Your nominated administrator/s will receive their Connect user-name and link to set their password by email. The password must be changed within 24 hours of receipt of this e-mail. The administrator can then set up different users of the portal within your adviser firm.

If you are unsure if your adviser firm is already registered, call us on 0333 456 1122

For further information see Connect FAQs

Book a demonstration to learn more about using
Premier Miton Connect

0333 456 9033

info@premiermiton.com