How can I request a bulk novation?

Our Investor Services team will require a letter from the existing and new firm on headed paper.

Letter from existing firm or adviser should:
  • confirm the relevant clients moving to a new firm/network
  • be signed and dated by the authorised signatory of the firm
  • be posted to Investor Services, Premier Fund Managers Limited, Eastgate Court, High Street, Guildford, GU1 3DE.
Letter from new firm should:
  • confirm that the servicing rights and ongoing fees are to move to the new firm/network for the relevant clients
  • include details of the new firm and FCA number
  • be signed and dated by the authorised signatory of the firm
  • be posted to Investor Services, Premier Fund Managers Limited, Eastgate Court, High Street, Guildford, GU1 3DE.
The new adviser/firm must be registered on Connect

Third party investment accounts

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