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