Funds: How do I top-up my investment in a Premier Miton fund in an ISA?

Premier Miton funds

Individual savings account (ISA)

If you are invested in a Premier Miton fund (with a Premier Miton prefix) directly with us, you will have an account with an 8 digit account number, starting with a 6 or 8 e.g. 6002 3456. In order to submit a subscription request for your Investment, you will be required to submit an ISA Application Form, if you have not already subscribed in this tax year.  Alternatively, if you have already subscribed into your investment in this tax year, a signed written instruction will suffice. The documentation will need to be sent to the below address.

Please refer to the fund schedule on the application form for a summary of the minimum investment amounts, which is included as part of the application form. Completed forms should be returned to:

Premier Portfolio Managers Limited
Sunderland, SR43 4AW

This address should not be used for investments made through Connect, Premier Miton’s online portal, or for investments into the Premier Portfolio Management Service.

If submitting a signed written instruction, please include the following:

  • Account number/Investor Reference Number
  • Exact amount to subscribe in cash/ shares
  • Name, address, signature & date
  • Confirmation that you have read the latest version of the Key Investor Information Document (KIID) for the fund
  • Name of the fund

For payment, you can enclose a cheque made payable to Premier Portfolio Managers Limited.

The subscription will then be processed for the next available Valuation Point (12pm), following receipt of the instruction and payment. A contract note will be subsequently issued to you within 24 hours of the trade being placed.

Before a subscription can be placed it is mandatory that you declare that you have read and understand the fund's Key Investor Information Document (KIID). The KIID can be viewed directly on our website at the following link - 

https://www.premiermiton.com/literature-library/?tab=funds

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.