Consolidating into J.P. Morgan WealthManager+
We believe keeping your investments together makes sense.
J.P. Morgan WealthManager+ allows you to bring together your existing investments such as ISAs, funds and personal pensions in one place, putting you in control. Here are just a few of the benefits of consolidating:
- View and manage your investments in one place helping you make more informed decisions.
- A single online view of your investments with fewer passwords to remember.
- Access to our full range funds and investment trusts, plus hundreds of funds from over 25 UK leading fund providers.
- Buy, sell and transfer investments easily.
- Save time and reduce your paperwork.
How much does it cost?
Consolidating your investments onto J.P. Morgan WealthManager+ is straightforward and free. However, please note your current provider may charge an exit fee. When you consolidate to J.P. Morgan you will benefit from our competitive pricing structure.
How to consolidate
All you need to do is gather information about the investments you want to transfer including:
- Provider name.
- Account or policy number.
- Investment details eg, the number of units you currently hold and wish to transfer.
To get started log in or register for WealthManager+, go to Manage portfolio and select Transfer to WealthManager+ and follow the five easy steps below. You can save the details along the way if you wish to come back and complete the form at a later stage.
Step 1 - Choose the type of investment you want to transfer into
Stocks and Shares ISA, Self Invested Personal Pensions (SIPP) or Investment Account.
Step 2 - Provide details of the products you will be transferring
Eg, Provider name, address, account number, ISA contributions if applicable, valuation date.
Step 3 - Provide details of your investments
Eg, number of units, value and how you would like the money to be allocated.
Step 4 - Review and confirm all your details
Your chance to review the details you have entered to ensure they are correct.
Step 5 - Submit request
Read and confirm you accept the declarations, then print, sign and send the transfer form(s) to us.
If you prefer you can complete the transfer form offline and just post that into us.
What happens next?
Once we have received your form(s) we will do the rest. We will liaise with your existing product providers on your behalf and will let you know when the transfer has been completed. This process can take several weeks to complete depending on the product provider; you can keep track of the progress of your transfer on your WealthManager+ account.
Important Information
This page does not contain sufficient information to support an investment decision and you should ensure that you obtain all available relevant information before making an investment. The value of investments can fall as well as rise and you may not get back the full amount invested. J.P. Morgan Asset Management is unable to assess or provide advice on the suitability of this service for you or your individual circumstances.WealthManager+ is intended to help investors manage their wealth and make more informed investment decisions. However it is not a substitute for financial advice and J.P. Morgan Asset Management does not give advice. If you are transferring a pension there are a number of factors which may impact the suitability of transferring a pension fund to the J.P. Morgan SIPP. These include, but are not limited to, the following: entitlement to greater than 25% tax free cash at retirement, premium waiver insurance attached to the scheme, any with-profits element and for occupational schemes: whether it is a final salary scheme, any guaranteed minimum pension or guaranteed annuity rates. We recommend that you take financial advice before transferring in pension funds.
Suitability
You should, of course, only consider investments that are right for you. If you are in any doubt about the suitability of an investment, please speak to an independent financial adviser - find an IFA at unbiased.co.uk.
“How to...” videos
A preview of WealthManager+ and how to complete some of the most popular online tasks.
Please remember that the value of investments and the income from them can fall as well as rise and investors may not get back the original amount invested.
Past performance is not a guide to the future.
Essential information
Before investing you should take the time to read all the relevant legal information and make yourself aware of the investment risks involved.
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