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Client Portal FAQs

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.

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' >

Please use the button below to return to the hompage.

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' >