J.P. Morgan Global Liquidity's online platform allows for online trading, account access, performance information and more.

To access accounts via the platform, an authorized signer must complete the Application and Authorization form and have it approved by an authorized signer. Include the name, address, phone number and level of access each individual should be granted for your account(s). Fax or mail the form to us.

Once we have received the completed form, we will contact each user with the user ID and password needed to log in.

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To open a new account, fax or mail a completed Institutional Money Market Fund Application form. For assistance, or for information regarding opening a fixed income account, please contact our Service Center at 1-800-766-7722.  Your account will be established as soon as we have received and verified the required documentation.

To open an additional account, please call our Service Center at 1-800-766-7722 Monday through Friday from 7:30 am to 6:00 pm EST

Account changes can be requested by mailing or faxing a letter of instruction on company letterhead signed by an authorized signer on the account.

Alternatively, you can use the Account Maintenance Request form.

Changes to wiring instructions must be mailed and require a medallion signature guarantee.

P.O. BOX:
J.P. Morgan Institutional Funds Service Center
P.O. Box 219265
Kansas City, MO 64121-9265

Street Address:
J.P. Morgan Institutional Funds Service Center
c/o DST Systems, Inc.
Suite 219265
430 W 7th
Kansas City, MO 64105-1407

Fax: 1-877-371-5948

Your statements will show the following details:

• Trade information: Trade date, trade type and share balance after each trade
  
• Dividend information: Amount of dividend, type of transaction — wired or reinvested into your account — and year-to-date dividend totals

Statements are produced on a monthly basis and are generally mailed on the fifth business day of each month. You can also access your statements, starting business day one, from the MORGAN MONEY Platform.

A confirmation is automatically produced for every change in status to an account, in addition to each trade placed. The confirmation includes:

• Trade amount in shares and dollars
  
• Price per share
• Resulting share balance and market value
• Account maintenance performed

Audit requests can be processed via direct submission through www.confirmation.com or via mail or fax to:

P.O. BOX:
J.P. Morgan Institutional Funds Service Center
P.O. Box 219265
Kansas City, MO 64121-9265

Street Address:
J.P. Morgan Institutional Funds Service Center
c/o DST Systems, Inc.
Suite 219265
430 W 7th
Kansas City, MO 64105-1407

Fax: 877-371-5948

Audit requests must be signed by an authorized signer.

Authorized individuals may purchase or redeem fund shares, you will need the following information:

• Account registration
• Fund account number
• Tax ID number
  
• Amount of order

You can purchase fund shares by phone, fax or through the MORGAN MONEY Platform. Funding monies may be sent by wire or through auto-debit. Trades placed and accepted before the fund's trading deadline will be processed the same day.

• Money market mutual fund purchases placed and accepted prior to the fund cut-off time will settle for value that same business day. Monies must be received by JPMorgan Chase Bank, N.A. by the cut-off time on the day of the purchase order.
  
• Fixed income mutual fund purchases placed and accepted prior to the fund cut-off time will settle for value on the next business day. Monies must be received by JPMorgan Chase Bank, N.A. by the fund cut-off time on the settlement date.

There are several ways that clients can transact in the funds. You may:

• Call the Service Center at 800-766-7722 Monday through Friday from 7:00 a.m. to 6:00 p.m. (EST)
  
• Send a fax to 877-371-5948
• Execute through the MORGAN MONEY Platform

For questions, please email the Global Liquidity Account Managers at liquidity.client.services.americas@jpmorgan.com.

Monies may be wired through the Federal Reserve Wire System in the following format:

JPMorgan Chase Bank, N.A.
1 Chase Plaza
New York, NY 10005
Attn: J.P. Morgan Institutional Funds Service Center
ABA: 021000021
DDA: 323125832
DDA Name: DST Asset Manager Solutions, Inc. as agent for JPMorgan Funds
FBO Your Fund Number & Account Number (EX: Fund 123-Account 123456789)
Your Account Registration (EX: EYX Corporation)
Your J.P. Morgan Fund (EX: JPMorgan ABC Fund-Capital)

You may establish multiple wiring instructions at the time of account opening or add them at any time using the Account Maintenance Request.

Once the information is on file, you must clarify which bank instructions are to be used when placing a redemption.

If you use the MORGAN MONEY Platform, you can select from the multiple payment instructions that have already been established for your account.

Please call our Service Center at 1-800-766-7722 Monday through Friday from 7:00 a.m. to 6:00 p.m. (EST) for assistance with setting up multiple wiring instructions.

Pre-advice calls assist the portfolio managers to manage large inflows/outflows within the fund, thus providing protection for all shareholders against unexpected flows. Wherever possible, it is requested that you provide notice as soon as possible.

If you anticipate placing a large trade, please alert our Service Center at 1-800-766-7722. Our representatives can provide you with information regarding threshold amounts.

This information should include the name of your organization, account number, fund name, approximate amount of the transaction and the length of the investment, if appropriate.

Clients may opt to receive dividends in one of the following ways:

• Monthly payment on the first business day of each month
• As part of a full redemption
  
• Monthly reinvestment