Services include buying and selling Premier Miton funds, fund switching, re-registration, illustrations, valuations and client reporting.
Access to look-through client investment reports showing all the underlying investments in our multi-asset funds.
Facilitates payment of adviser remuneration when agreed by a client.
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.
Connect services are provided by FNZ, a global financial technology firm.
Digital service available 24 hours a day, 7 days a week.
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.
How to register
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.
For further information see Connect FAQs