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Client Portal FAQs

Closure of Connect

We are very sorry to inform you that the Connect service will be closing on Wednesday 31st May 2023. If you are an existing investor on Connect, you can either re-register or cash transfer your Premier Miton connect investments to another provider (such as a platform) or re-register to hold your investments directly on our share register or encash the investments and transfer the cash to your verified bank account. Please discuss these options with your financial adviser who can action your preferred option on your behalf.

Please discuss all options below with your financial adviser in the first instance. In all scenarios, there may be additional costs or tax implications, so your financial adviser should discuss these with you.

  • Your adviser can arrange for your investment to be transferred (known as re-registration) to another service provider whilst you remain invested in the same funds. This also means that if you hold an Individual Savings Account (‘ISA’) on Connect, you do not lose your annual allowance. The new service provider may need you to complete an application form, but your financial adviser can help you through this process.
  • Your adviser can arrange for your investments to be sold and transferred as cash to another service provider. As above, if you hold an ISA on Connect, you will not lose your annual allowance by transferring to a new provider.
  • You can ask your adviser to encash your account(s) on Connect by creating a one-off withdrawal request online. We will pay the proceeds to the nominated bank account that we hold on file for you. If you have an Individual Savings Account (‘ISA’) account with us, this will close your ISA and you will not be able to use this allowance again this tax year. If you hold an Investment Account on Connect, encashing this could have capital gains tax implications, so please discuss this with your financial adviser.
  • Your financial adviser can arrange to transfer your Connect investments to our sister company, Premier Portfolio Managers Ltd, which is a member of the Premier Miton Investors group and a subsidiary of Premier Miton Group plc. This option is like option 1 but you remain invested with Premier Miton directly. You should note that there are some key administrative differences in terms of the way the account and your investment will be managed. These could include, but are not limited to, how any income is paid, the frequency of statements sent to you, availability of tax information and how costs are communicated to you. In addition, this is not a digital proposition, so management of these accounts relies on paper-based requests or instructions from yourself or your financial adviser. If you need further information regarding Premier Portfolio Managers Ltd, please contact us on 0333 456 1122.

13th March 2023 – After this date, we will not accept any new requests to set up accounts, add monies to an existing account or transfer in from another provider. Any transactions in progress will be permitted to finalise. We will continue to collect regular payments until we receive a transfer away or encashment request until the end of April 2023. We will continue to accept transfer away requests from new providers until 31st May 2023

28th April 2023 – If regular payments are being collected, these will be cancelled on this date

31st May 2023 – After this date, we will not accept any more transfer away requests from new providers.

5th June 2023 – This will be the valuation date for all remaining accounts to be encashed by Premier Miton and proceeds paid to nominated bank or building society accounts. The payments are made by BACS so can take up to 4 days to show in accounts. If there are transfer aways in progress, we will not encash the holding and we will permit the transfer to complete.

Please ask your adviser to request the transfer from your new chosen provider, they will then contact us to instruct the transfer to them. Your adviser can provide you with details of alternative financial services companies to choose from. You can transfer your Connect holdings and remain invested in the same Premier Miton funds (called re-registration), however, some providers will only allow you to transfer by encashing your funds first, so your adviser should check this with the new provider.


If the new provider requests our contact details to submit the transfer request, these are as follows;

Plan manager:    Premier Fund Managers Limited (Connect)
Address:    PO Box 24132, Edinburgh, EH3 1GG
Email address:     [email protected]
Telephone number:    01315 241 900 option 1

Please ask your financial adviser to call us on 0333 456 1122 or email us at [email protected] and we can provide the necessary application form. As above, you can transfer your Connect holdings and remain invested in the same Premier Miton funds.

If we receive a transfer away or encashment request, we will stop collecting any regular payments. With either option, we would still ask that you contact your bank to stop your direct debit payments as well. The final collection for regular payments will be 28th April 2023, if you have not stopped the payments prior to this date.

We will pay the proceeds to your nominated bank account that your adviser provided when they set up your Connect account. If this is not currently a verified bank account, we will ask your adviser for evidence before making the payment. The evidence we require validates the authenticity of the account, so it could be a bank statement or void cheque. We would expect your proceeds to be paid to you within 8 working days of the instruction being keyed on to Connect. This includes the time to sell your investments and make the payment via the BACs process, which can take up to 4 working days to show in your bank account.

If you take no action, Premier Miton will encash your Connect account(s) and pay the proceeds to your nominated bank account

All withdrawals from SIPP accounts are paid to Embark and maintained within your SIPP wrapper. Please ask your financial adviser to contact Embark to make them aware of your encashment request and what you would like to do with the proceeds

Investments held within an ISA or SIPP wrapper are not liable to capital gains tax. Any investments held outside a tax-efficient wrapper may incur a tax liability depending on your personal tax circumstances. We are unable to provide tax advice, so please speak to your adviser about your personal tax circumstances and the impact of any decisions.

If you hold the fund on Connect on the ex-dividend date, income will be due and payable to you by Premier Fund Managers. Please see the individual fund factsheets for the ex-dividend dates. Any income received after your account has been closed or transferred away will be sent to your nominated bank account or onwards to your new provider (depending on the option you select). If the new provider cannot accept residual payments, we will make the payment directly to your nominated bank account.

The adviser portal and customer portal will remain available until Connect is closed, but we recommend downloading and saving any important information as soon as possible. If you do not access your information via the Connect customer portal, you can ask your adviser to help you with this. Once Connect has closed, please contact us on 0333 456 1122 or email us at [email protected] for any Connect related enquiries.

Following your account closure you will receive a final closing statement and consolidated tax certificate (if applicable) for the relevant tax year. Please retain this information as evidence of your holding and final transactions. If you have registered for the Connect customer portal, you can access copies of the quarterly statements and all other documentation here. We recommend that you download or print any documentation that you may need in the future.

If you wish to make a formal complaint, please call 0333 456 1122, or email us at [email protected] or write to us at Premier Miton Investors, Eastgate Court, High Street, Guildford, Surrey, GU1 3DE. For more information about our complaints procedure, read our Complaints Guide.

About Connect

There is no cost to either you or your financial adviser in using the Connect service. However, there will still be costs associated with the funds you invest in, and any financial adviser charges you have agreed to

Connect offers access to the full range of Premier Miton funds

No, this service is for Premier Miton investments held on the Connect client portal only

No, all transactions are input and managed on Connect by your financial adviser

We produce your statements quarterly, in January, April (this is also your annual statement), July and October. These can be viewed on your client portal in the “My documents” page. Your financial adviser can create ad-hoc statements, if required, which you will be able to see in the “My documents” section

The MIFID Costs and Charges Summary is provided with your April quarterly statement

Your Connect account settings

If you held a Connect account prior to the launch of the client portal (June 2021), we will have automatically sent an activation email to your registered email address. If you opened your account after the launch of the client portal, an activation email is sent to you as soon as your financial adviser has completed your initial online application

The usual ongoing charges associated with investing into a Premier Miton fund will apply; please refer to the Total costs and charges document available on our website for further information about the individual fund charges that apply.

Charges information is also published in each fund’s Key Investor Information Document and factsheet, which are also available on our website.

The email will confirm your username and ask you to click a link to set up your password to enable you to complete your verification security questions

After 24 hours. If you do not use the link within 24 hours, please contact our Investor Services Team [email protected] and request a new activation email

You will be required to answer these questions when you reset your password. These will verify your identity and help protect your account

The log in option is available on the homepage of the Connect website www.premiermiton.com/connect. Please ensure you confirm that you are a “Private Investor” in the top right hand of the menu bar.

Your financial adviser is required to confirm an email address when they set up your Connect account. To register for the client portal, please ensure your financial adviser holds your correct and appropriate email address, so that you receive our activation emails. Please speak to your financial adviser if you have any questions regarding this

Yes, your preferences can be amended on the “My Details” page of the portal. Please note that we are still required to send a small amount of documentation through the post, for example, confirmation of address changes

Please ask Premier Miton’s Investor Services team [email protected] to reset your security questions

You can change you registered email address on the “My Details” page of the portal

Connect client portal functionality

The Connect client portal allows you to view your valuations, documentation, transaction history, pending transfers, fund performance and much more. Please refer to the Connect client portal user guide

You can update your Connect portal password, address, correspondence preferences and your email address

Yes, you can use date filters to view the performance of your investments  

Your account number is shown on your dashboard when you first log in

Once you select the individual account, you are shown the number of pending transfers. If you click on the number, you can see the current status of the transfer(s)

Once you select the individual account, you will see a more details option. If you select this option, you can see how income will be distributed for example, reinvest, hold in cash within the product or pay to your verified bank account)

Yes, when you are on the Investments page, you can see the factsheets for the funds you hold. If you click on the fund name, you are redirected to the fund specific aims and can chose to view the specific fund fact sheet or key investor information document

Yes, both holders can see their joint accounts on the portal via their individual access.

Dealing information

Your financial adviser will confirm these to you  

Your financial adviser will confirm these to you  

No, we can only accept cheque or bank transfer payments

You can chose between 1st and 28th of the month.

The Connect dealing cut off time is 11am each day. Any instructions after this time will be processed the next working day

We will wait for the cheque to clear before buying your requested funds, so this can take up to 5 working days

It can take up to 24 hours for bank transfer payments to clear

There a few forms which still require your signature, these include the Charges Information Document, Transfer Application Form, Trust Application Form and Corporate Application Form. Please ask your financial adviser for more details

The dividend amounts will be paid as cash to your account. Depending on your income preference, you will then see this income being used to buy units in the fund (reinvesting), or it will remain as cash in your account, or be paid out to your bank account

Yes, please speak to your financial adviser to set this up

You have 14 days to cancel your initial investment, please speak to your financial adviser if you wish to do this. You may not get your full amount back, if the fund values have fallen. There is no cancellation rights on top up applications to existing accounts.

Main Disclaimer

Disclaimer

This section of the website and the content it contains is for retail clients only and by persons who are resident in the United Kingdom [who are not US persons]. Professional advisers should refer to the Professional Advisers site.

The content of the pages of this website is for your general information only. It, and the products and services described within it, are subject to change without notice. We shall not be liable to you, or any third party, for any amendment, modification, suspension or discontinuance of any product or service described on our website. Neither we, nor any third parties, provide any warranty or guarantee as to the accuracy, timeliness, performance, completeness or appropriateness of the information and materials made available on this website.

You acknowledge that such information may contain inaccuracies or errors and we expressly exclude liability for any such inaccuracies or errors to the fullest extent permitted by law. Your use of any information or materials is entirely at your own risk, for which we shall not be liable.

The information contained on this website does not constitute an offer or solicitation to sell or purchase shares in the funds or portfolios or to provide you with other products or services. Any application or investment must only be made on the basis of the relevant documentation of the investment, such as, for example, terms and conditions. The information on this website does not constitute any investment, tax, legal or other advice. Persons who do not have professional experience in matters relating to investments should always consult with an independent financial adviser before making an investment decision. Any opinion expressed on individual funds, services or products represent the views of the individual at the time of preparation and should not be interpreted as a personal recommendation to buy or sell or otherwise trade all or any of the investments that may be referred to.

Website terms of use: Please ensure you have read and accept the full 'website terms of use' before continuing.

Read the full 'website terms of use' >

Disclaimer

This section of the website and the content it contains is for professional financial advisers only and should not be relied upon, or circulated to, retail clients. Retail clients should refer to the Private Investor's site.

The content of the pages of this website is for your general information and use only. It, and the products and services described within it, are subject to change without notice. We shall not be liable to you, or any third party, for any amendment, modification, suspension or discontinuance of any product or service described on our website. Neither we, nor any third parties, provide any warranty or guarantee as to the accuracy, timeliness, performance, completeness or appropriateness of the information and materials made available on this website.

You acknowledge that such information may contain inaccuracies or errors and we expressly exclude liability for any such inaccuracies or errors to the fullest extent permitted by law. Your use of any information or materials is entirely at your own risk, for which we shall not be liable.

The information contained on this website does not constitute an offer or solicitation to sell shares in the funds or portfolio or to provide you with other products or services. Any application or investment must only be made on the basis of the relevant documentation of the investment, such as, for example, terms and conditions. The information on this website does not constitute any investment, tax, legal or other advice. Persons who do not have professional experience in matters relating to investments should always consult with an independent financial adviser before making an investment decision. Any opinion expressed on individual funds, services or products, represent the views of the individual at the time of preparation and should not be interpreted as a personal recommendation to buy or sell or otherwise trade all or any of the investments that may be referred to.

Website terms of use: Please ensure you have read and accept the full 'website terms of use' before continuing.

Read the full 'website terms of use' >

Disclaimer

The information in this site is solely for the purpose of acquiring information as, or for, an Institutional Investor (a corporate or other non-retail investment professional acting for their own account). This information must not be used or relied upon by anyone that may be considered a “retail investor” by the home regulator of the country from which this site is accessed.  

The information contained in this website is directed at persons who are resident in the United Kingdom and complies with appropriate UK legislation and regulations and is not directed at, nor intended for distribution to, or use by, persons in any jurisdiction in which the dissemination of such investment related information is not permitted.

The information or opinions contained herein should not be construed as an offer, or solicitation to deal in any investment or fund nor shall any such investment products or services be offered or sold to any person in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful or in which the person making the offer solicitation is not qualified to do so or to anyone to whom it is unlawful to make such offer or solicitation.

Premier Miton Investors has expressed its own views and opinions on this website, and these may change and there is no obligation to update them. Nothing in this website should be construed as investment, tax, legal or other advice. The information contained herein is subject to change without notice.

Neither Premier Miton Investors nor any of its group companies or affiliates accepts any liability for any losses arising directly or indirectly from any information accessed from this website, to the fullest extent permitted by law.

By clicking accept you acknowledge that your use of this website is subject to our privacy policy, cookie policy and our general legal and compliance information available on our website.

 

THE UNITED STATES OF AMERICA: The investment products referred to on this website have not been and will not be registered under the United States Securities Act of 1933, as amended. They may not be offered or sold in the United States of America, its territories and possessions, any State of the United States of America or the District of Columbia or offered, sold or transferred to US Persons (as defined below). The investment products referred to on this website have not been and will not be registered under the United States Investment Company Act of 1940, as amended. Premier Portfolio Managers Limited has not been and will not be registered under the United States Investment Advisers Act of 1940.

 “US Person” generally includes the following: (a) any natural person resident in the United States; (b) a partnership or corporation organised or incorporated under the laws of the United States; (c) any estate of which any executor, or administrator, is a US Person; (d) any trust of which any trustee is a US Person; (e) any agency or branch of a non-US entity located in the United States; (f) any non-discretionary account or similar account (other than an estate or trust) for the benefit or account of a US Person; (g) any discretionary account or similar account (other than an estate or trust) held by a dealer or other fiduciary organised, incorporated or (if an individual) resident in the United States; and (h) any partnership or corporation if: i. organised or incorporated under the laws of any non-US jurisdiction; ii. formed by a US Person principally for the purpose of investing in securities not registered under the 1933 Act. In addition, a Shareholder must qualify as a “Non-United States Person” as used in the US Commodity Futures Trading Commission (“CFTC”) Rule 4.7.

 Investment products referred to on this website may not be sold or transferred to a US citizen, or an entity taxed as such or required to file a tax return as such under the United States federal income tax laws (a “US Tax Resident”). If those investment products are held by a US Person, a US Tax Resident or a person who does not qualify as a “Non-United States Person” within the meaning of CFTC Rule 4.7, Premier Portfolio Managers Limited shall be entitled to redeem such Shareholder’s entire holdings.

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Main Disclaimer

Disclaimer

This section of the website and the content it contains is for retail clients only and by persons who are resident in the United Kingdom [who are not US persons]. Professional advisers should refer to the Professional Advisers site.

The content of the pages of this website is for your general information only. It, and the products and services described within it, are subject to change without notice. We shall not be liable to you, or any third party, for any amendment, modification, suspension or discontinuance of any product or service described on our website. Neither we, nor any third parties, provide any warranty or guarantee as to the accuracy, timeliness, performance, completeness or appropriateness of the information and materials made available on this website.

You acknowledge that such information may contain inaccuracies or errors and we expressly exclude liability for any such inaccuracies or errors to the fullest extent permitted by law. Your use of any information or materials is entirely at your own risk, for which we shall not be liable.

The information contained on this website does not constitute an offer or solicitation to sell or purchase shares in the funds or portfolios or to provide you with other products or services. Any application or investment must only be made on the basis of the relevant documentation of the investment, such as, for example, terms and conditions. The information on this website does not constitute any investment, tax, legal or other advice. Persons who do not have professional experience in matters relating to investments should always consult with an independent financial adviser before making an investment decision. Any opinion expressed on individual funds, services or products represent the views of the individual at the time of preparation and should not be interpreted as a personal recommendation to buy or sell or otherwise trade all or any of the investments that may be referred to.

Website terms of use: Please ensure you have read and accept the full 'website terms of use' before continuing.

Read the full 'website terms of use' >

Disclaimer

This section of the website and the content it contains is for professional financial advisers only and should not be relied upon, or circulated to, retail clients. Retail clients should refer to the Private Investor's site.

The content of the pages of this website is for your general information and use only. It, and the products and services described within it, are subject to change without notice. We shall not be liable to you, or any third party, for any amendment, modification, suspension or discontinuance of any product or service described on our website. Neither we, nor any third parties, provide any warranty or guarantee as to the accuracy, timeliness, performance, completeness or appropriateness of the information and materials made available on this website.

You acknowledge that such information may contain inaccuracies or errors and we expressly exclude liability for any such inaccuracies or errors to the fullest extent permitted by law. Your use of any information or materials is entirely at your own risk, for which we shall not be liable.

The information contained on this website does not constitute an offer or solicitation to sell shares in the funds or portfolio or to provide you with other products or services. Any application or investment must only be made on the basis of the relevant documentation of the investment, such as, for example, terms and conditions. The information on this website does not constitute any investment, tax, legal or other advice. Persons who do not have professional experience in matters relating to investments should always consult with an independent financial adviser before making an investment decision. Any opinion expressed on individual funds, services or products, represent the views of the individual at the time of preparation and should not be interpreted as a personal recommendation to buy or sell or otherwise trade all or any of the investments that may be referred to.

Website terms of use: Please ensure you have read and accept the full 'website terms of use' before continuing.

Read the full 'website terms of use' >

Disclaimer

The information in this site is solely for the purpose of acquiring information as, or for, an Institutional Investor (a corporate or other non-retail investment professional acting for their own account). This information must not be used or relied upon by anyone that may be considered a “retail investor” by the home regulator of the country from which this site is accessed.  

The information contained in this website is directed at persons who are resident in the United Kingdom and complies with appropriate UK legislation and regulations and is not directed at, nor intended for distribution to, or use by, persons in any jurisdiction in which the dissemination of such investment related information is not permitted.

The information or opinions contained herein should not be construed as an offer, or solicitation to deal in any investment or fund nor shall any such investment products or services be offered or sold to any person in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful or in which the person making the offer solicitation is not qualified to do so or to anyone to whom it is unlawful to make such offer or solicitation.

Premier Miton Investors has expressed its own views and opinions on this website, and these may change and there is no obligation to update them. Nothing in this website should be construed as investment, tax, legal or other advice. The information contained herein is subject to change without notice.

Neither Premier Miton Investors nor any of its group companies or affiliates accepts any liability for any losses arising directly or indirectly from any information accessed from this website, to the fullest extent permitted by law.

By clicking accept you acknowledge that your use of this website is subject to our privacy policy, cookie policy and our general legal and compliance information available on our website.

 

THE UNITED STATES OF AMERICA: The investment products referred to on this website have not been and will not be registered under the United States Securities Act of 1933, as amended. They may not be offered or sold in the United States of America, its territories and possessions, any State of the United States of America or the District of Columbia or offered, sold or transferred to US Persons (as defined below). The investment products referred to on this website have not been and will not be registered under the United States Investment Company Act of 1940, as amended. Premier Portfolio Managers Limited has not been and will not be registered under the United States Investment Advisers Act of 1940.

 “US Person” generally includes the following: (a) any natural person resident in the United States; (b) a partnership or corporation organised or incorporated under the laws of the United States; (c) any estate of which any executor, or administrator, is a US Person; (d) any trust of which any trustee is a US Person; (e) any agency or branch of a non-US entity located in the United States; (f) any non-discretionary account or similar account (other than an estate or trust) for the benefit or account of a US Person; (g) any discretionary account or similar account (other than an estate or trust) held by a dealer or other fiduciary organised, incorporated or (if an individual) resident in the United States; and (h) any partnership or corporation if: i. organised or incorporated under the laws of any non-US jurisdiction; ii. formed by a US Person principally for the purpose of investing in securities not registered under the 1933 Act. In addition, a Shareholder must qualify as a “Non-United States Person” as used in the US Commodity Futures Trading Commission (“CFTC”) Rule 4.7.

 Investment products referred to on this website may not be sold or transferred to a US citizen, or an entity taxed as such or required to file a tax return as such under the United States federal income tax laws (a “US Tax Resident”). If those investment products are held by a US Person, a US Tax Resident or a person who does not qualify as a “Non-United States Person” within the meaning of CFTC Rule 4.7, Premier Portfolio Managers Limited shall be entitled to redeem such Shareholder’s entire holdings.