Claude Lam

1. General information

The information on this Site is approved for issue by JPMorgan Asset Management (UK) Limited, which is part of the J.P. Morgan Asset Management ("JPMAM") marketing group (hereafter referred to as ‘we’ or ‘us’), which sells investments, life assurance and pension products. It is authorised and regulated in the UK by the Financial Conduct Authority under registration number 122754.
This document has been produced for information purposes only and the views contained in it are not to be taken as advice or a recommendation to buy or sell any investment. (Reliance upon information in the Site is at the sole discretion of the reader).
Any research described in the Site has been obtained by us for our own purpose. The results of such research are being made available as additional information and do not necessarily reflect our views.
Any forecasts, figures, opinions, statements of financial market trends or investment techniques and strategies expressed are unless otherwise stated our own at the date of the relevant content. They are considered to be reliable at the time of writing, may not be all-inclusive and their accuracy and any forecasts are not guaranteed. They may be subject to change without reference or notification to you.
Messages that you send to us by email may not be secure. We recommend that you do not send any confidential information to us by email as it may be intercepted by a third party. If you choose to do so then it is at your own risk. We do not accept any responsibility for the security or integrity of such information.
We will try to keep the Site operational at all times. However, we cannot guarantee that the Site or any of the features on it will always be available.

We are not responsible for the content of external internet sites that link to or are accessible from the Site.

2. Privacy and cookie policies

Please refer to our Privacy and Cookie Policies via the footer link.

3. Where our funds are available for sale

The information below explains in which countries our funds are or are not authorised for sale. Their availability will depend upon your country of domicile for tax purposes.

UK-registered OEICs - UK only.
UK-listed investment trusts - UK only - please note, shares in investment trusts are listed on the UK stock exchange and as such may be available for purchase directly through a registered stockbroker.
Luxembourg-based SICAVs (sociétés d'investissement à capital variable) - please enquire before purchase as certain restrictions apply to these funds.

The Site should not be accessed by any person in any jurisdiction where (by reason of that person's nationality, residence or otherwise) the publication or availability of the Site is prohibited. In particular, the Site is reserved exclusively for non-US persons*. The information in the Site is not for distribution to and does not constitute an offer to sell or the solicitation of any offer to buy any securities in the United States of America to or for the benefit of US persons.

* A "US person" is:

1. Any natural person resident in the US; or

2. A corporation or partnership incorporated or organised in the US, but excluding an offshore branch or agency of a US person that operates for valid business reasons and is engaged and regulated as an insurance company or bank; or

3. A branch or agency of a foreign entity located in the US; or

4. A trust of which the trustee is a US person, unless a non-US person has or shares investment discretion; or

5. An estate of which a US person is the executor or administrator, unless the estate is governed by foreign law and a non-US person has or shares investment discretion; or

6. A non-discretionary account held for the benefit of a US person; or

7. A discretionary account held by a US dealer or fiduciary, unless held for the benefit of a non-US person; or

8. Any entity organised or incorporated for the purpose of evading US securities laws.

4. Key investment risks

Both past performance and yield may not be a reliable guide to future performance.
The value of investments and income from them may fall as well as rise and investors may not get back the full amount invested.
Estimates of future returns or indications of past performance on the Site are for information purposes and should not be construed as a guarantee of future performance.
Exchange rate changes may cause the value of underlying overseas investments to go down as well as up.
The level of tax benefits and liabilities will depend on individual circumstances and may be subject to change in the future.
Investors who invest directly in Luxembourg-based or other non-UK funds will generally have no rights of cancellation under the rules of the UK Financial Conduct Authority and will not benefit from the rules and regulations under the UK Financial Services and Markets Act 2000 for the protection of investors including the UK Financial Services Compensation Scheme.

5. Combating financial crime

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.

6. Company information

J.P. Morgan Asset Management is the brand name for the asset management business of JPMorgan Chase & Co and its affiliates worldwide.
JPMorgan Asset Management (UK) Limited, which is authorised and regulated by the Financial Conduct Authority. Registered in England No. 288553. Registered address: 25 Bank St, Canary Wharf, London E14 5JP, United Kingdom.

JPMorgan Asset Management (Europe), Société à responsabilité limitée, European Bank & Business Centre, 6 route de Trèves, L-2633 Senningerberg, Grand Duchy of Luxembourg, R.C.S. Luxembourg B27900, corporate capital EUR 10.000.000.

7. Legal information

We believe that the information on this Site is accurate as at the date of publication. We can not 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 we exclude any liability for any loss (direct or consequential) arising from the use of any part of this Site.

Nothing in the Site should be regarded as constituting legal, tax or investment advice.

All copyright, patent, intellectual and other property in the information contained in this Site is held by JPMorgan Asset Management (Europe) S.à r.l., 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.

Terms and Conditions

Table of Contents

For Professional Clients/Asset or Wealth Managers

Terms of Use

1. General information

2. Privacy and cookie policies

3. Where our funds are available for sale

4. Key investment risks

5. Combating financial crime

6. Company information

7. Legal information

Privacy Policy

Liquidity Insights

Market Insights

Portfolio Insights

Claude Lam

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