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.
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.
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