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Please read the following legal and regulatory information, which applies to our company status, use of this website and information about investment in our products referred to in this website (the "Site").
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Advisers are professional investors who are authorised by relevant regulators to provide their clients with investment and/or pension advice.
Asset or Wealth Managers are financial planners, investment portfolio managers and other professional investors.
The 'Institutional' site is for pension schemes, consultants or other professional investors.
The 'Global Liquidity' site is for professional investors who are looking for liquidity investment opportunities.
Personal investors (also known as 'retail clients') are client organisations or individuals who cannot meet both (i) one or more of the professional client criteria laid down in Annex II to the Markets in Financial Instruments Directive (Directive 2004/39/EC), and (ii) one or more of the qualified investor criteria set out in Article 2 of the Prospectus Directive (Directive 2003/71/EC).
The personal investor category gives investors the greatest level of protection under the regulations and ensures investors get full information about any products they invest in.
If you are a retail investor but would like to be categorised as a professional investor, you should know that this is allowed but it would mean:
If you are a professional investor (also known as a 'professional client') but would like to be categorised as a personal investor, this is allowed but it doesn't necessarily mean you can refer any complaints to the Financial Ombudsman Service and you may not be eligible for compensation under the Financial Services Compensation Scheme.
The definition of a professional client comes from the MiFID directive which provides definitions for professional and retail clients as well as eligible counterparties.
MiFID adopts two main categories of client: retail and professional. There is a separate and distinct third category for a limited range of business: eligible counterparty (ECP) has the lowest level of protection under MiFID.
Professional clients are those who may be deemed to possess the experience, knowledge and expertise to make their own investment decisions and properly assess the risks associated thereto. The list below taken from the official Journal of the European Union (L 145/44 EN Official Journal of the European Union 30.4.2004) should be understood as including all authorised entities carrying out the characteristic activities of the entities mentioned: entities authorised by a Member State under a Directive, entities authorized or regulated by a Member State without reference to a Directive, and entities authorised or regulated by a non-Member State:
Please note that the above summary is provided for information purposes only. If you are uncertain as to whether you can be classified both as a professional client under the Markets in Financial Instruments Directive and classed as a qualified investor under the Prospectus Directive then you should seek independent advice.
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The countries our funds are authorized for sale will depend upon your country of domicile for tax purposes. To the extent you have questions about your status, you should consult your financial or other professional advisor.
We are committed to combating financial crime and the prevention of money laundering. Accordingly we may need to verify your identity and carry out appropriate security checks.
We believe that the information contained on this Site is accurate as at the date of publication. We cannot guarantee the accuracy, suitability or completeness of any such information or the availability of the Site. We accept no liability for any data transmission errors such as data loss or damage or alteration of any kind. Accordingly JPMorgan Asset Management (UK) Limited excludes any liability for any loss and/or damage (direct or consequential) arising from the use of any part of this Site.
All copyright, patent, intellectual and other property in the information contained in this Site is held by JPMorgan Asset Management (UK) Limited, unless otherwise indicated. No rights of any kind are licensed or assigned or shall otherwise pass to persons accessing this information. You may download or print copies of the reports or information contained within this Site for your own private non-commercial use only, provided that you do not change any copyright, trade mark or other proprietary notices; all other copying, reproducing, transmitting, distributing or displaying of material on this Site (by any means and in whole or in part) is prohibited.
* US Person includes, but is not limited to, a person (including a partnership, corporation, limited liability company or similar entity) that is a citizen or a resident of the United States or is organised or incorporated under the laws of the United States. Certain restrictions also apply to any subsequent transfer of Shares in the United States or to US Persons. Should a Shareholder become a US Person and such US Person is not compulsory redeemed, such US Person may be subject to US withholding taxes and tax reporting.
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Webconferences
In-depth analysis into markets and the evolving investment landscape from
our expert investment teams and strategists.
Karen Ward and Robert Peston
Can the government restore the growth agenda and what is the economic and political outlook for the UK? To address these questions, Karen Ward, Chief Market Strategist for EMEA, will be joined by Political Correspondent Robert Peston in this special edition of Market Watch.
Monthly
Market Watch series
Join Karen Ward, Chief Market Strategist for EMEA, for our monthly series unpicking the biggest market issues. Karen will be joined by one of our senior investment professionals for a more detailed look at an individual asset class or market.
Quarterly
Guide to the Markets
Join our Global Market Strategists as they explore the key themes that are likely to shape global markets in the quarter ahead.
Quarterly
Guide to Alternatives series
Join our Global Market Strategists as they share insights into the world of alternative investing. The webinars focus on a particular alternative asset class each quarter, taking a more granular look at the market.
Weekly
Investment Trust series
Join our Investment Trust team and portfolio managers as they provide an update on recent performance, outlook and key themes for our Trusts.
Monthly
Macro Strategies
Join our Macro Strategies team as they provide a monthly update on their views, positioning and recent performance.
Quarterly
Fixed income investment
Join Iain Stealey, International CIO of our Global Fixed Income, Currency & Commodities Group, as he discusses the key themes from our latest fixed income investment quarterly meeting.
In Focus series
Our 'In Focus' web series bring together three industry-leading experts for an insightful panel discussion looking at the latest sector outlooks. They uncover unique opportunities, share their invaluable perspectives, and discuss the flagship strategies they manage.
August 2024
UK Equities
Henry Noel-Smith is joined by three of our UK Equity Portfolio Managers: Guy Anderson, Callum Abbot and Katen Patel.
May 2024
Fixed Income
Camilla McKane is joined by three of our fixed income Senior Portfolio Managers: Iain Stealey, Myles Bradshaw and Andreas Michalitsianos.
May 2024
US Equities
Sven Anders is joined by three of our US equity Portfolio Managers: Felise Agranoff, Andrew Brandon, and Scott Davis.
March 2024
Global Equities
Frances Gerhold is joined by three of our global equity Portfolio Managers: James Cook, Piera Elisa Grassi, and Sam Witherow.
Fund webconferences
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Contact us for more information on our fund range, or to speak to your local Client Adviser.
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