Application forms
WealthManager+ Application forms
Completing a WealthManager+ application lets you invest in a Cash Account, Investment Account, ISA (Cash ISA and Stocks & Shares ISA) and a SIPP.
Applying through WealthManager+ also allows you to view your investments online if you like. Using an online account also gives you access to the UK market: managed funds, FTSE-All Share equities, ETFs and managed funds from other leading UK fund managers. Find out more about investing online with WealthManager+.
Investment Account
Apply
Switch
Switch your investments within WealthManager+
Switch your investments into an ISA
Convert your JPM Elect Investment Trust
Convert your JPM European Investment Trust
Transfer
ISA
Apply
Switch
Switch Investments in your Stocks and Shares ISA
Convert your JPM Elect Investment Trust
Convert your JPM European Investment Trust
Transfer
SIPP
Apply
Switch
Switch your SIPP investments
Convert your JPM Elect Investment Trust
Convert your JPM European Investment Trust
Transfer
Contribution
Account administration
Classic Account Application forms
The application forms below should only be used by existing clients who already have a J.P. Morgan Classic Account.
OEIC
Apply
Switch
Transfer
IT
Apply
Invest in an Investment Trust
Set up a Direct Debit
Transfer Investment Trusts into your account
Crest Transfer
Switch
Switch your Investment Trusts into an ISA
Convert your JPM Elect Investment Trust
Convert your JPM European Investment Trust
Transfer
ISA
Apply
Switch
Switch your OEIC into an ISA
Switch your Investment Account into an ISA
Convert your JPM Elect Investment Trust
Convert your JPM European Investment Trust
Switch your investments within your ISA
Transfer
Account administration
Be informed
Before investing you should always be aware of the risks involved and read all the relevant legal information.
Key Features and Terms and ConditionsInvestment Trust Profiles Brochure
Simplified Prospectus for OEICs