Third Party Contribution Form for the
J.P. Morgan SIPP (excluding companies)
Valid from February 2015
Please complete this form in BLOCK CAPITALS and black ink and return it to: Freepost RTJH-BXTT-RHCJ, J.P. Morgan Asset Management, 60 Victoria Embankment,
London EC4Y 0JP. If you have any questions regarding this form please call our UK-based Investor Services team on 0800 20 40 20. Our telephone lines are open
Monday to Friday, 9am to 5.30pm.
1. Third party details
Title (e.g. Mr/Mrs/Miss/Ms/Other)
4. Choosing your investment
You can use this application form to invest in J.P. Morgan funds or investment
trusts. You can also use this form to put cash into your J.P. Morgan SIPP pending
investment.
Surname
First name(s) in full
The full range of J.P. Morgan WealthManager⁺ investments is available online.
Please indicate below the funds and/or investment trusts you want to invest in
and/or cash you want to pay into your SIPP. Please state the net amount you are
contributing. Unless you have indicated otherwise, we will claim basic tax relief
on your behalf and invest the gross amount in line with your contributions. For
example, if you contribute a net amount of £800, we will invest a gross amount
of £1,000 into your J.P. Morgan SIPP.
Permanent residential address
Postcode
Telephone numbers (please provide country code if outside the UK)
Daytime telephone number
A) J.P. Morgan investment trusts
Please state the investment trust(s) in which you wish to invest and the amount
and the method of investment, i.e. lump sum and/or RSP. Please ensure you read
our Key Features and Terms and Conditions and the Investment Trust Profiles for
the investment trust into which you wish to invest before making your investment
decision. You can get the Investment Trust Profiles you require by going to
www.jpmorgan.co.uk/investor or by calling our UK-based Investor Services team
on 0800 20 40 20, or from your financial adviser.
Country code
+
Evening telephone number
Country code
+
Your date of birth (Day/Month/Year)
1
9
2. Your details
Lump sum
minimum
£500
Investment trusts
Regular saving
plan minimum
£50
American
The information below is required so we are able to match this form with the
original application. If this section is not completed, we will be unable to process
this form.
Your existing account number (if you have one)
Asian
Brazil
Chinese
Claverhouse
Your title (e.g. Mr/Mrs/Miss/Ms/Other)
Surname
Elect – Managed Growth
Elect – Managed Income
Emerging Markets
First name(s) in full
European – Growth
European – Income
Your permanent residential address
European Smaller Companies
Global Convertibles Income
Global Emerging Markets Income
Postcode
Income & Capital
ORDINARY
Account holder’s date of birth (Day/Month/Year)
Income & Capital
UNITS
1
Income & Capital
ZEROS
Income & Growth
CAPITAL
Income & Growth
INCOME
We will assume you want us to claim tax relief on the contributions made to
your SIPP. If you don’t want us to claim tax relief, please tick this box
Income & Growth
UNITS
Please note if you have Enhanced Protection or Fixed Protection and a
contribution is made into your SIPP, you will lose the protection status.
Japanese
G
Lump sums
Please make the cheque payable to ‘J.P. Morgan Asset Management’.
Cheques must be drawn on a bank/building society account in the third
party’s name or a joint account to which they are a party, or a banker’s
draft/building society cheque endorsed with their name.
Mercantile
Regular savings plan
The third party can set up a regular savings plan (RSP) for the 1st or 16th of
the month, by completing the enclosed direct debit mandate.
Senior Secured Loan
9
3. Contributions
G
0
1
2
0
Indian
Japan Smaller Companies
Mid Cap
Overseas
Russian Securities
Smaller Companies
US Smaller Companies
0
A
Please advise of your/the third party’s preferred option and start date.
A
or
1
6
2
Total £
A
If the trust you wish to invest in is not shown in the list above please enter the
trust name in the space provided.
Third Party Contribution Form for the
J.P. Morgan SIPP (excluding companies)
JPM Multi-Asset Macro
4. Choosing your investment (continued)
JPM Multi-Manager Growth
B) J.P. Morgan funds
JPM Natural Resources
Important
Before investing in a J.P. Morgan fund you must receive and read our Key
Features and Terms and Conditions and the applicable Key Investor
Information Document (KIID). They contain important information about us and
the fund(s) you are intending to buy and you should read them before making
your investment decision. You can get the KIID you require by going to
www.jpmorgan.co.uk/investor or by calling our UK-based Investor Services
team on 0800 20 40 20, or from your financial adviser.
JPM New Europe
Please state the fund(s) in which you wish to invest, whether you wish to invest in
Income (Inc) or Accumulation (Acc) shares (explained below), the amount and the
method of investment, i.e. lump sum and/or RSP.
JPM UK Higher Income
Income Shares: Your share of the net income of the fund is paid to you.
JPM UK Strategic Growth
Accumulation Shares: Your share of the net income of the fund is automatically
reinvested within the fund and is reflected in the price of each accumulation
share.
JPM US
JPM Sterling Corporate Bond
JPM Strategic Bond
JPM UK Active Index Plus
JPM UK Dynamic
JPM UK Equity & Bond Income
JPM UK Focus
If you have not marked either the Income or Accumulation box, we will
automatically buy Accumulation shares.
Your subscription will be invested into the ‘A’ share class of your chosen fund(s),
except JPM UK Active Index Plus Fund which will be the ‘E’ share class.
Fund name
Inc Acc
Lump sum
minimum
£500
Regular savings
plan minimum
£50
JPM UK Managed Equity
JPM UK Strategic Equity Income
JPM US Equity Income
JPM US Equity Income (GBP Hgd)
D
Total £
Please note these share classes/funds are not intended for a regular savings
plan.
B
C
Minimum lump sum investment £3,000.
D
JPM America Equity
If the J.P. Morgan fund you wish to invest in is not shown in the list above
please enter the fund name in the space provided.
JPM Asia
Amount to remain as cash
Lump sum
minimum £500
JPM Cautious Managed
JPM Diversified Real Return
Regular savings plan
minimum £50
Cash within your
J.P. Morgan SIPP
JPM Emerging Markets
JPM Emerging Markets Income
JPM Europe
5. Declaration and signature
JPM Europe Dynamic (ex-UK)
JPM Europe Dynamic (ex-UK) (GBP Hgd)
JPM Fusion Balanced
JPM Fusion Conservative
JPM Fusion Growth
To the best of my knowledge the details provided in this form are correct and
complete and the declarations I made when establishing my SIPP are still valid,
except for any changes specifically advised to you (J.P. Morgan Trustee &
Administration Services Limited) acting as trustee and scheme administrator of
my J.P. Morgan SIPP.
JPM Fusion Income
I confirm I have received and read the relevant Key Investor Information
Document (KIID) for the funds I have invested in.
JPM Global Allocation
I confirm that I am not a US citizen or resident.
JPM Global Bond Opportunities
I confirm that I have informed the third party whose details appear in section 1 of
this form of your identity and that you will process their personal information to
administer my SIPP. I also confirm that I will provide them with a copy of your
Data Privacy Policy set out in the WealthManager⁺ Terms and Conditions if they
require further information about how you will use their personal information.
JPM Fusion Growth Plus
JPM Global Equity
JPM Global Equity Income
JPM Global Equity Income (GBP Hgd)
JPM Global (ex-UK) Bond
JPM Global Financials
JPM Global High Yield Bond
JPM Global High Yield Bond Monthly B C
I confirm that the third party is aware that you are required to verify their
identity to comply with the UK legislation relating to the prevention of money
laundering. I also confirm that they have appointed me to consent on their behalf
to you using an online verification agency to do this.
Your signature
JPM Global Property Securities
JPM Income B C
JPM Japan
Date (Day/Month/Year)
JPM Multi-Asset Income
JPM Multi-Asset Income Monthly
BC
Please note all correspondence should be sent to the address shown at the top of the application and not to the registered address. Telephone calls may be recorded and monitored
for security and training purposes.
J.P. Morgan Trustee & Administration Services Limited is authorised and regulated by the Financial Conduct Authority. Registered Office: 25 Bank Street, Canary Wharf, London E14 5JP.
Registered in England No. 1823867.
GB H1012 02/15