Frequently asked questions
We have produced a number of documents which cover frequently asked questions and provide additional information for your account:
Support guides
General account maintenance
Guidance on how to update your account If you have a change of personal details.
Guide to general account maintenance >
Communication
Information on the different communication options available to our clients.
Communication: Summary guide >
Verifying your identity
By law, we have to verify all of our clients and those handling accounts on behalf of clients.
Dealing with a bereavement
If you are a dealing with an estate of a loved one who has passed away, please refer to our Bereavement Brochure.
The options available when a J.P. Morgan Asset Management client dies >
Additional account authority
Details about how to add a Power of Attorney, Court of Protection or an Information Only authority to an account.
Guide to adding someone to help administer your account >
Stock Transfer (OEICs only)
How to transfer shares from one account to another without the need for selling and buying back.
Contact details
If you were unable to get the information you need from our support documents, please contact the relevant team depending on the product range your query was regarding:
JPMorgan OEIC Funds
General enquiries
At J.P. Morgan Asset Management, we understand that when it comes to communication, our clients have individual requirements to suit their own personal situation. Please see the various options available below, for you to contact us.
If you need additional support or assistance, please contact us and let us know. For example. If you need information in braille or large print.
Phone
You can call our UK-based Investor Services team on 0800 20 40 20 (or +44 1268 44 44 70) with any questions you have. Our lines are open Monday to Friday, 9.00am to 5.30pm. If you are an existing client, please have your account details to hand.
If you are a UK based client and wish to obtain a current valuation of your account, you can select option 1 to use our automated service.
Telephone calls are recorded to ensure compliance with our legal/regulatory obligations and internal policies.
If you are hard of hearing, you may wish to use the Text Relay service which is provided by BT. To use this service, please dial 18001 then our telephone number 0800 20 40 20. Your call will be directed to a relay assistant in a call centre who will act as an intermediary, you can then type your message to the assistant, who will then speak to us.
For further information, please visit https://rnid.org.uk/information-and-support/technology-and-products/relay-uk/
Online
You can email us at accounts@uk-email.jpmorgan.com where your query will be answered within 5 working days. Please note, we cannot accept instructions to deal on your account via email. If you wish to place a deal, you can submit your instruction online (single holder accounts only), by phone, or by post using the below details. Once your instruction is received, we will place your deal at the next 12pm valuation point, and a contract note will be sent you confirming the deal the following working day.
Alternatively, you can use our online service to view your existing J.P. Morgan account. Once you have registered, you will have immediate 24/7 online access to your J.P. Morgan account and investments. Please visit jpmorgan.myaccountonline.co.uk to access this service.
To register, please have the following information to hand:
- Your account details
- Email address
- Valid UK mobile phone number
In addition, once you have registered your account you will be able to access our webchat facility, where you can chat to a member of our investor services team regarding any account queries you have.
Fax
If you are looking at placing a deal on your account, you can instruct us to do this by fax using the number below.
Fax: 0845 246 1852
Address
If you wish to write to us, please use the below address;
J.P. Morgan Asset Management
Client Administration Centre
PO Box 12272
Chelmsford CM99 2EL
Complaints
Whilst our aim is to provide a high level of service to our customers, we accept sometimes we may not meet your expectations. If you have experienced poor service, we would like to know so that we can deal with your complaint as quickly as possible. Please see our complaint handling policy here which provides details on how you can raise your complaint with us and next steps.
Keeping in touch with our clients
If you are an existing client, it is important that you provide us with any changes to your personal details so that we can keep in contact with you. This includes your:
- Postal address
- Email address
- Telephone numbers
If you don’t keep this information up to date it could result in us not being able to; contact you, carry out your instructions to manage your account in the most effective way and ultimately you may lose contact with your money. Please contact us with any changes to your details.
JPMorgan Investment Trusts
General enquiries
If you have any general or administrative questions about your JPMorgan Investment Trust, please first reach out to the provider holding your Investment Trust, as they should be able to assist you.
Registrar Information
For information related to any certificated holding, please see the contact options below for Computershare PLC;
Registrar Address
Computershare Investor Services PLC
The Pavilions
Bridgwater Rd
Bristol
BS99 6ZZ
United Kingdom
Registrar Phone
+ 44 (0) 370 707 1414
Lines are open Monday to Friday, 8.30 am to 5.30 pm.
Registrar Online Access
Shareholders can manage their shareholding online by visiting Investor Centre at www.investorcentre.co.uk, Computershare’s secure website. Shareholders require their Shareholder Reference Number (‘SRN’), which can be found on any communications previously received from Computershare.
AGM enquiries
If you have a specific question relating to an AGM that you wish to submit ahead of the meeting, please email us at: jpmam.investment.trusts@jpmorgan.com
Complaints
Whilst our aim is to provide a high level of service to our shareholders, we accept sometimes we may not meet your expectations. If you have experienced poor service, we would like to know so that we can deal with your complaint as quickly as possible. Please see our complaint handling policy here which provides details on how you can raise your complaint with us and next steps.
Investment Trust Literature
Copies of the relevant literature, such as Factsheets or Annual Reports are available for download on the individual Investment Trust webpages. If you require a physical copy to be sent in the post, please contact us at jpmam.investment.trusts@jpmorgan.com with your name and address.
Historic Account Information
If your JPMorgan Investment Trust was administered directly by JPMorgan Asset Management prior to 2019, and you require any details, please call us on 0800 20 40 20 or +44 1268 44 44 70.
Personal or confidential information
If contacting us via email please do not send any personal or confidential information as this is not guaranteed to be a secure communication method.
Ask us a question
If you have not been able to find the information you need on our site - or if you need clarification on something - please email your query to us and we will look into it for you.
Please do not include any account details or additional personal information. We cannot act on any instructions or respond to any enquiry directly relating to an account you may hold with us.
Scams and fraud
We are aware of a number of scams and attempted frauds through phone calls and emails claiming to be from a representative of J.P. Morgan offering an investment opportunity.