J.P. Morgan Investment Account summary
Investing through a J.P. Morgan Investment Account gives you an extensive investment choice. Before you invest, familiarise yourself with the product summary below and also read the Key Features and Terms and Conditions, together with either the Simplified Prospectus (if you’re investing in a fund) or the Investment Trust Profiles Brochure (if you choose an investment trust).
| J.P. Morgan Investment Account | |
|---|---|
| Minimum investment – lump sum | £500 per transaction |
| Minimum investment – regular savings | £50 per month. The usual charges apply; see Key features and Terms and Conditions for full details |
| Minimum top up – lump sum | £100 |
| Investment risk | Varies depending on the underlying investments |
| Charges | Set up and transfers in free No initial charge for buying and selling J.P. Morgan Managed Funds; Funds from other Fund managers may incur an initial charge. Brokerage fee of up to £10 per transaction may be charged Annual account fee from 0 – 0.5% |
| Cash Interest | Interest paid on cash held in your Account is calculated daily and paid monthly. The current rate of interest is 0.35% as at 1 October 2011. |
| Investment term/horizon | Medium to long, depending on the underlying investment |
| Investment choice | Over 30 J.P. Morgan OEICs Over 20 J.P. Morgan Investment Trusts Selected J.P. Morgan SICAVs Other fund managers FTSE All-Share equities Bonds Exchange traded funds |
| Minimum age | 18 (although one can be designated for a child) |
| Residency requirements | UK |
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.
Apply for your J.P. Morgan Investment Account online
It’s quick and easy to apply for a J.P. Morgan Investment Account, giving you access to a wide selection of investments ranging from our investment trusts and managed funds, through to FTSE-All Share, equities and ETFs from other fund managers if you invest online.
How to open an Investment Account
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.
Find out more
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.