No initial transaction charge on
J.P. Morgan WealthManager+
Invest now using our online service J.P. Morgan WealthManager+ and benefit from no initial transaction charge on all investments made into the J.P Morgan ISA, the J.P. Morgan SIPP and the J.P. Morgan Investment Account – this even includes investments made into third party fund managers available 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.*
When you invest with us, you also benefit from no annual account fee on managed funds from J.P. Morgan and other fund managers. In those cases where an annual account fee is applied, these are now capped.
You can choose to invest regularly from £50 a month, or with a lump sum from £500, through the J.P. Morgan ISA, the J.P. Morgan SIPP and the J.P. Morgan Investment Account.
How to invest
To invest online, simply select the option that is most appropriate to you from the box on the right hand side of this page or you can find out how to invest here. Alternatively you can apply by post by completing and returning the relevant application forms to us.
Before you invest you should read our Key Features and Terms and Conditions, together with the Simplified Prospectus (if you choose an OEIC fund) or our Investment Trust Profiles (if you opt for an investment trust). If you have any doubt about the suitability of an investment you should consider seeking independent advice by talking to an independent financial adviser (IFA).
Please also remember that the value of investments and the income from them may fall as well as rise and you may not get back the full amount invested.
*The full list of third party providers on WealthManager+ is available here. Additionally, brokerage fees of up to £10 may be applied to all investment trust, equity, exchange traded fund and bond transactions. This includes buying and selling J.P. Morgan investment trusts.
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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