How do I certify a document?

Premier Portfolio Management Service
Whilst we will accept copies of documentation, good practice should be to have the documents certified by your financial adviser. To certify a document, the following information must be included:

- Signature of the financial adviser certifying the document
- Their full name & occupation
- Date of certification
- Their business address & telephone number

For documents that do not include photo identification, your financial adviser will also need to add the following wording onto the document: I certify that this is a true copy of the original document which I have seen.

For documents that do include photo identification, your financial adviser will need to add the following wording: I certify that this is a true likeness of [your name] and this is a true copy of the original document which I have seen.

Premier Miton funds direct investment

If you invest directly with us through Premier Portfolio Managers, the following guidance should help.
Where documents must be certified, this certification must be performed by one of the following suitable persons:

An authorised signatory of a Regulated Financial Institution or Credit Institution
A Notary Public
A Practicing Solicitor/Lawyer
A Practicing Barrister
A Practicing Chartered or Certified Public Accountant
A person authorised to sign on behalf of an Embassy or a Consul

When certifying the documentation, the certifier must clearly state all the following information on every document:

Full name (in block capitals), occupation, registration number and signature of the individual certifying the documentation.
For multiple page documents, the certifier should sign or initial each page of the copy and confirm on the first or last page of the document the actual number of pages in the document.
Contact details (address, telephone number and email address).
Name and address of the organisation for which the individual works and capacity in which they are certifying.
The date the certification was performed as a true copy of the original document.
Company stamp/seal (where available).
The statement that "I have seen the original document and certify that this is a complete and accurate copy of the original."

Or;
For ID documents, the statement that "I have seen the original document and certify that this is a complete and accurate copy of the original, and a true likeness of the individual"

Note: When certifying documents as true copies, the certifier must not be a close family member of, or have any apparent or potential conflicts of interest with, the investor.