Fees and charges
Competitive pricing
There is no annual account fee on managed funds (OEICs, SICAVs, and unit trusts) from J.P. Morgan and other fund managers. The annual account fee for J.P. Morgan investment trusts, third party investment trusts and all other available investments ranges from 0% to 0.5% depending on the investment and product.
For full details on our charges please see our Key Features and Terms and Conditions document.
No initial charge
There is no initial transaction charge levied by J.P. Morgan Asset Management on investments made across the product range on WealthManager+. Please be aware that an external fund manager charge may be applied by some third party fund providers in the form of an initial charge. Please note brokerage fees of up to £10 may be applied to all investment trust, equity, exchange traded fund and bond transactions. For full details on charges please refer to the Key Features and Terms and Conditions document.
No additional charges for taking pension benefits
You will not incur any additional fees for drawdown if you are in a Drawdown Pension, or to transfer out if you buy an annuity. This makes the J.P. Morgan SIPP attractive in the current marketplace.
Please read the complete information about charges in the Key Features and Terms and Conditions
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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