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J.P. Morgan Asset Management

Application requirements

NOTE: This guidance is for Distributor clients only. In the avoidance of doubt, these guides should not be used and clients should revert to the Fund Group's websites.

Bank Details

Data Privacy Notice

Non-dealing days

Client Money Model

Direct OEIC

Delivery versus Payment – applications required for new client account names

Life funds

Corporate set up – Non client money

Please click here to read a statement from J.P.Morgan on safeguarding of client money and assets.

Decimal places


Automated Dealing

EMX | Calastone

Stock Transfers

Post | Fax Not Accepted

KIIDS can be found here

Click here the below to view the Prospectus, KIID’s and SID