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 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
- Name of the fund
- A cheque for the amount you wish to top-up, made payable to Premier Portfolio Managers Limited.
- Confirmation that you have read the latest version of the Key Investor Information Document (KIID) for the fund e.g.’I confirm that I have read the latest version of the Key Investor Information Document for the [name of fund]’’
Before we can action your request, it is mandatory that you declare that you have read and understand the fund's Key Investor Information Document (KIID). We provide a Key Investor Information Document for every fund we offer. These are regulatory documents that all investment companies like Premier Miton have to provide. They provide information such as the Ongoing Charges, the objective of the fund, performance history and details of how risky the fund is on a scale of 1 to 7 (1 being the least risky, 7 being the most risky)
The KIID can be viewed directly on our website at the following link -
Your instruction will then be processed for the next available Valuation Point (12pm), once we have received your instruction and the payment. A contract note (which is a receipt for a trade) will be posted to you within 24 hours of your instruction being processed.