Getting Started - understanding your investment type

We offer three types of investment product: funds, portfolios, and trusts. The process for making an investment and the ongoing administration and servicing of your account will vary between the three products. 

There are 3 methods of investing in a Premier Miton fund, each of those methods are detailed below. 

  1. Directly with us – you hold shares / units in our funds directly on our shareholder register; and invest by completing a Premier Miton application 
  2. Connect – you hold shares / units on our portal via a nominee position - your financial adviser makes the application on your behalf using our online portal 
  3. Premier Portfolio Management Service – you hold one of our portfolios, which invests in Premier Miton funds – you complete a Premier Portfolio Management Service application form, provided to you by your financial adviser 

Of course, you may have decided to invest into a Premier Miton fund by using the services of an online investment platform. If you have invested, or are going to invest, in a Premier Miton fund through an online platform provided by another company, you will receive correspondence and updates on your investment account from the platform, rather than Premier Miton.

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