Online Valuation Service

Information for Future Asset Management LLP advisers

Our online valuation service provides clients, and their advisers, with access to the latest portfolio information, and portfolio transaction history for the last 24 months. If older transactions are required please contact our Investor Services Team using the contact details below.

This service is for investors in the Premier Portfolio Management Service, and their advisers, who have an account number starting with 5 or 6 letters e.g. SMITHZ000ISA1.

If you do not know your account number, please contact us on 0333 456 1122.

This service is not for clients who have invested into a Premier Miton fund through Connect, Premier Miton’s online portal, or for any other investments into a Premier Miton fund made directly or via an external platform.

To ensure the ongoing protection of your account and personal information, your account will be locked after 90 days of inactivity.

User guide

This guide takes you through some of the key functionality of the Premier Portfolio Management Service online valuation service. For any other queries, contact our investor services team on 0333 456 1122.

online-valuations-client-user-guide
How to access
To access the service, simply click on the link and follow the log in process.

You should have received an email from us detailing your User Name and Password. As an added layer of security, you will also need an enrolment code, which will be e-mailed to you once you log into the online valuation service.

Login

Please note: Microsoft Edge is not currently an accepted browser for the online valuation service. However the following browsers are supported: Internet Explorer 11, Google Chrome, Firefox and Apple Safari.

New users of the online valuation service

If you are an adviser interested in registering for this service, complete and submit the registration form. An email will be sent to you within 3 working days with your username and password. Once you have accessed the online valuation service, please note that if you do not want to receive paper copies, please contact us on 0333 456 1122 or e-mail [email protected].
Important : If you elect to access the Online Valuation Service, you acknowledge that you have read and understood the terms of usage in the Premier Portfolio Management Service Terms and Conditions.

This website has been created for the use of Future Asset Management LLP (“Future”) and clients of Future only. Please note that the portfolios are intended as long term investments. The value of an investment and any income generated by it can go down as well as up and there is the potential of loss to some of the original investment. Reference to any particular portfolio or fund should not be construed as investment advice. We are unable to provide investment advice on the suitability of a portfolio for individual investors. Details of the nature of the investments, the investment commitment required and specific risk warnings are outlined in the Premier Portfolio Management Service Terms and Conditions document.

The Premier Portfolio Management Service is provided by Premier Fund Managers Limited.

For more information

For your protection, calls may be monitored and recorded for training and quality assurance purposes.