Funds: How do I top-up my investment in a Premier Miton fund via a non-ISA account?
Direct investment (for non-ISA applications)
In order to submit a subscription request for your investment, you can contact us by phone on 0333 456 6363 or alternatively you can submit a signed written instruction to the below address:
Premier Portfolio Managers Limited
Sunderland
SR43 4AW
This address should not be used for investments into the Premier Portfolio Management Service.
Please include the following on the written instruction:
- 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
- A cheque made payable to Premier Portfolio Managers Limited for the amount you wish to top up.
- Name, address, signature & date
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 fund that I wish to top-up’.
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 - https://www.premiermiton.com/literature-library/?tab=funds
Your instruction will then be processed at the next available valuation point (which is 12 noon each working day), once we have received the instruction. A contract note (which is a receipt for a trade) will be sent to you within 24 hours of your instruction being processed.
If you provide an instruction by phone, a contract note will be issued to you by post, outlining the details of your transaction