Funds: Who do I notify to register the death of an investor in a Premier Miton product?
Premier Miton funds – direct investment
If a deceased investor was directly invested in a Premier Miton fund (with a Premier Miton prefix), they will have an account with an 8 digit account number, starting with a 6 or 8 e.g. 6002 3456.
In order to close their account, firstly we will require sight of an original or certified copy of the Death Certificate. This should be accompanied by a covering letter advising of the Executor’s contact details. This should be sent to the below address:
Premier Portfolio Managers Limited
Upon receipt of this, we will revert to the executor with a deceased pack. This will contain a date of death valuation, which you may require for probate purposes. It will also include the returned Death Certificate and all of the relevant forms to redeem or transfer the investment.
This is a list of some of our most frequently requested documentation, however please refer to our Literature library for the full range of documents.
Transfer from a fund to ISA transfer form
ISA application and transfer
Application to switch funds
Small Estates Form
Investor Information Form
Distribution Mandate Form