Premier Portfolios: What should I do if my personal details change?
For clients invested in the Premier Portfolio Management Service only.
It is important that you inform us immediately of any changes to your personal details, such as a change of address, or change of bank account, so that we can update our records. If you change your address, please advise us in writing, providing either a bank statement or utility bill (within the last six months) – mobile telephone bills and copies of bills printed from the internet cannot be accepted.
The documents should either be originals or copies.
If you change your bank account, please advise us in writing and provide us with a copy/or original bank statement or a voided cheque or paying-in slip.
You will need to complete a tax residency selfcertification form if you no longer remain a UK resident. This will be sent to you once we are aware of the change in your circumstances. You can only remain a client of the Premier Portfolio Management Service if you are a UK resident, you will be provided with 60 days notice to close your account or transfer the holdings to another provider.