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The Premier Online Valuation Service allows clients, and their advisers, to view portfolios online. This service is only available for clients who are invested in either the Premier Private Client Portfolio or the Premier Portfolio Management Service. This service is NOT currently available for clients invested in any of Premier’s other funds or investment trusts.

If you wish to apply for the online valuation service, please print off and complete the relevant application form after reading and agreeing to the accompanying Terms & Conditions.

There are three different forms – please ensure that you choose the most relevant form for you:

Application Form & Terms for Clients

Application Form & Terms for Financial Advisers

Application Form & Terms for Third Parties (e.g. solicitors, trustees, professional pension advisers, accountants)

Alternatively, you can contact ovs@premierfunds.co.uk and request an application form to be sent to you by post. Once we receive your application form in which you will need to provide your password, we will post your User ID to you, normally within ten working days.

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