How do I top-up my investment?
Premier Miton UK domiciled funds – direct investment
Individual savings account (ISA)
If you are invested in a Premier Miton UK domiciled 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. To top up your investment, complete and return an ISA Application Form.
Please refer to the fund schedule 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
Your request will be processed at the next available Valuation Point, once we have received your instruction and payment. A contract note will be sent to you within 24 hours of the trade being placed.
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.
The KIID can be viewed directly on our website at the following link -
https://www.premiermiton.com/literature-library/?tab=funds
Direct investment (for non-ISA applications)
To top up your investment, you can contact us by phone on 0333 456 6363 or alternatively you can send us a signed top-up application form, together with a cheque made payable to Premier Portfolio Managers Limited, to the below address:
Premier Portfolio Managers Limited
Sunderland
SR43 4AW
Your request will be processed at the next available valuation point once we have received your application. A contract note (which is a receipt for a trade) will be issued to you within 24 hours of the trade being placed.
If you place a trade by phone, a contract note will be sent to you by post outlining the transaction details.
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.
The KIID can be viewed directly on our website at the following link -