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How to invest

You are able to invest in our funds through one of our distribution partners or by post. Before investing you should take your client through the relevant regulatory information (Key Investor Information Document, Terms & Conditions).

Your capital may be at risk.

For further information or to invest in our Luxembourg domiciled SICAV funds please contact us. For information about our ETF range contact JPMAM.ETF@jpmorgan.com.

Via a distribution partner

You can invest in most of our fund ranges through various distribution partners.

Our partners and links to their sites are listed below – you will need to refer to each company's privacy and cookie policy.

Each distribution partner will have their own fees and charges.
 
For more information about our distribution partners please contact us.

Third party providers

  • Aegon (ARC) & Aegon Platform (Cofunds)
  • 7IM
  • AJ Bell Investcentre
  • AJ Bell Youinvest
  • Ascentric
  • Aviva
  • Embark
  • Fidelity Personal Investing
  • FundsNetwork
  • Hargreaves Lansdown
  • Hubwise
  • Interactive Investor
  • James Brearley & Sons
  • James Hay
  • Novia
  • Nucleus
  • Old Mutual Wealth
  • Parmenion
  • Praemium
  • Raymond James
  • Standard Life
  • The Share Centre
  • Transact
  • True Potential
  • Wealthtime
  • Zurich

Invest by post

Select the applicable account form and post to the address detailed on the application form.

Before making an investment, you should take your client through the relevant investment documents and application forms.

Unwrapped OEIC: Apply

  • OEIC application through a Financial Adviser
  • OEIC Sub-Funds Gross C and I share classes
  • OEIC Sub-Funds Net I share class
  • OEIC Sub-Funds A, B and C share classes
  • OEIC Sub-Funds - X share class
  • Declaration of Eligibility for Institutional S Share Classes

Generic forms

  • Tax reporting self-certification for entity investors
  • BACs application
  • Change of address

Client Order Execution Policy

J.P. Morgan Asset Management is required to take reasonable steps to ensure that the best possible result is obtained for clients when executing deals. This document sets out the policy that has been put in place to ensure that this occurs.

Client Order Execution Policy >

Conflicts of Interest Policy

JPMAM is required to maintain and operate effective organisational and administrative arrangements with a view to taking all reasonable steps to identify, monitor and manage conflicts of interest. This document sets out the policy that has been put in place to ensure that this occurs.

Conflicts of interest policy for JPMorgan Fund ICVC and JPMorgan Fund II ICVC >

Conflict of interest policy for JPMorgan Fund III ICVC >

Fees and charges

Information for fund fees and charges is included in their factsheets and KIIDs. You can find these by searching for a fund in the Fund Explorer.

Find fees and charges using the Fund Explorer >

Popular downloads

  • OEIC Sub-Funds A, B and C share classes
  • JPMorgan Funds SICAV Prospectus
  • JPMorgan Investment Funds SICAV Prospectus
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