How do I update the book cost for a re-registration transfer on Connect?
Connect is our online portal for financial advisers to make direct applications to invest in Premier Miton’s funds on behalf of their clients.
This can be updated once the transfer has been submitted within the client’s portfolio under the review menu and transaction history on the Connect portal;
- Select ‘investments’
- Under ‘transaction type’ select ‘transfer in’ and press search (this then brings up all transfers linked to the case)
- Click on the reference that you want to update the book cost for
- Enter the total book cost, the date of acquisition and save