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Online Valuation Service

This service is only for clients who have invested in a Premier Miton fund directly with Premier Miton and not through a platform. This service is not available for advisers.

IMPORTANT NOTICE: Please note that our Online Valuation Service may not be available on Saturday 27th April 2024 due to maintenance work being carried out on the site. Please accept our apologies for any inconvenience caused.

Online Valuation Service

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.

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.

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.

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.

Calls will be recorded for training and monitoring purposes

Risk and other important information

When you invest, your money is at risk because the value of investments, and any income from them, can go down as well as up and you could get back less than you invested. The past performance of an investment is not a guide to how it will perform in the future. Because there are many different types of investment risk and investors have different attitudes to risk, we are not able to categorise our investments as having a specific level of risk. We would therefore strongly recommend that if you do not have professional experience in matters relating to investments, you should speak with a financial adviser before making an investment decision.

Premier Miton Investors is not authorised to provide investment advice or tax advice. Before making an investment decision, it is also important that you read the key documentation for that investment which is available in the literature section of the website, by contacting a financial adviser or by getting in touch with us directly. See ‘Contact’ for more information or if you are unsure. You can find more details about the specific risks and literature that are relevant to each type of investment on the individual fund, portfolio or investment trust website pages.