Transfers (cash or re-registration for GIA or ISA)

  1. Premier Miton funds – direct investment
    If you would like to transfer your fund from your direct holding with Premier Portfolio Managers Ltd, please contact the company to whom you wish to transfer these holdings to. They will in turn send the request directly to us, for processing.

    To transfer ISA shares held within another company, to Premier Portfolio Managers Ltd, please complete an ISA Application and transfer form and send to the below address:

    Premier Portfolio Managers Limited
    Sunderland
    SR43 4AW
  2. Premier Miton funds – via Connect
    If you would like to transfer your product or funds to Connect (Premier Fund Managers Ltd), please contact your financial adviser who will arrange this for you. 
  3. Premier Portfolio Management Service 
    If you would like to transfer your product (e.g. ISA) to the Premier Portfolio Management Service, please complete the Premier Portfolio Management Service ISA transfer form. You can only transfer your holding to us in cash. 
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