ISA Application Checklist

Thursday, 22 January 2009 13:16
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  1. Choose Your Fund

    There are four Jupiter Merlin Funds (Balanced, Growth, Income and Worldwide) and your ISA can hold one or more of these. These portfolios are known as 'funds of funds' and predominately invest in 10 to 15 funds that the managers consider to be the best performing in the industry (not just Jupiter funds). See Factsheet.

  2. Read the Key Features

    The site provides the Key Features dedicated to the Jupiter Merlin Funds. Remember, Jupiter will be acting only as your ISA Manager. Your money will be invested in the funds of your choice. It is essential before you consider investing in the funds mentioned that you obtain, read and understand fully the Key Features relating to or a Stocks and Shares ISA invested in the Merlin funds. Each fund has different risk levels and some are more volatile than others. The Key Features set out the risks, charges, cancellation rights and terms of the investment. Do not invest until you have read this information.

  3. Complete the Form

    Download and complete the Jupiter Stocks and Shares ISA Application and Execution-only Statement. Ensure that your signature is on both the application form and cheque. Receipt will be acknowledged and your discount confirmed.

  4. Income Withdrawal

    If you require income remember to include your bank details, if not any income derived from your ISA will be reinvested automatically.

  5. Pay the Bearer

    Make out your cheque to Jupiter Unit Trust Managers Ltd. Personal cheques must be drawn on an account bearing your name. If the cheque is drawn from your building society account, please ensure your name is shown as the reference or it will be returned in compliance with Money Laundering Rules.

  6. Post

    Return the application form to us by posting it to:

    The CFM ISA Discount Service
    Freepost, CL1327
    81 Springfield Road
    Chelmsford
    CM2 6BR

  7. Receive

    On receipt we will send you an acknowledgement confirming receipt.

  8. Transfers

    To transfer your existing ISA to a Jupiter Merlin Fund, complete the Jupiter Stocks and Shares ISA Transfer Application Form as well as a transfer authority, remembering to sign (the forms must carry an original signature) and post both to The CFM ISA Discount Service who will arrange the transfer. Receipt will be acknowledged and your discounts confirmed. Do not cash in your ISA and send a cheque as you will lose your valuable tax benefits.

  9. Read Buy an ISA

Last Updated on Wednesday, 12 May 2010 12:53