Frequently Asked Questions

Below is a list of commonly asked questions that we receive from Investors.  Please click on the question to link through to the answer.  If you cannot find the answer to your question, please check the other help pages, or alternatively call Customer Services on 0844 620 7600.

Where can I find the price of a fund?

What minimum/maximum amount can be invested in an ISA?
How do I top up my existing ISA/unit trust?
Can I move between funds within my ISA and retain the tax efficient status?
Can I transfer my existing ISA from another plan manager and retain the tax efficient status?
Can I convert cash from my unit trust to fund my ISA?

What are Jupiter's dealing hours?
At what price will my deal be placed? 
What paperwork will I receive once my deal is placed?
How will I be kept informed about my investment?
Can I invest on a monthly basis?
Which day are Direct Debit contributions collected?
Can I change the fund/amount I contribute to monthly via a Direct Debit?
How do I cancel my Direct Debit?


If I want to sell my investment, how do I go about it?
What are the charges for selling my investment?
If I sell my investment over the telephone or by fax, when will I receive payment?
Can Jupiter make payments to me in a method other than by cheque?

How do I change my address details?
How do I change my registered name?
How do I inform you a Jupiter account holder has died?

What is Jupiter's phone number?
What is Jupiter's fax number?
What is Jupiter's mailing address?


Where can I find the price of a fund? (Back to top)
Daily fund prices for unit trusts are shown within the Fund Prices section of the website and on individual fund pages.  Prices are currently listed in The Daily Telegraph. In addition, prices are quoted on the website of the Investment Management Association which can be found at www.investmentuk.org.

What minimum/maximum amount can be invested in an ISA? (Back to top)

Changes in ISA Limits.

Please note that from 6 April 2010 the ISA allowance increased to £10,200 and up to £5,100 of that allowance can be saved in a Cash ISA with the same or another provider.

How do I top up my existing ISA/unit trust?  (Back to top)
You can top up your ISA or unit trust by completing either an ISA or unit trust application form.  You can also send us a letter instructing us to top up your ISA or unit trust.  Alternatively, you can contact a member of our Customer Services department on 0844 620 7600 and make the investment over the telephone using a Maestro/Delta card.

Can I move between funds within my ISA and retain the tax efficient status?  (Back to top)
Yes. You may instruct Jupiter, either by telephone or in writing, to switch all or part of your holdings within your investment by selling units in one fund and reinvesting the proceeds in another fund at a discounted price.  For ISA investments, current legislation does not permit switching from a Stocks & Shares ISA to a Cash ISA.

Please note that you must instruct Jupiter to do this on your behalf.  If you redeem your investment in order to reinvest yourself you will lose your ISA allowance for that period.

Can I transfer my existing ISA from another plan manager and retain the tax efficient status? (Back to top)
Yes. You can transfer your existing ISA to us by downloading and completing an  Stocks and Shares ISA Transfer Application Form or a Cash ISA Transfer Application Form  and returning it to:

Jupiter Unit Trust Managers Limited
PO Box 10666
Chelmsford
CM99 2BG

We will then liaise with your previous plan manager in order to facilitate the transfer.  You may transfer all or part of your existing ISA to us. 

Please note that you must instruct Jupiter/ your current ISA manager to do this on your behalf.  If you redeem your investment in order to reinvest yourself you will lose your ISA allowance for that period.

If it is a current tax year ISA, you must transfer the whole amount.  The transfer will be placed into a Jupiter ISA.  If you have not fully subscribed to the current tax year's allowance with your current ISA Manager, you are not permitted to contribute further to us until such time as the transfer proceeds have been received by us. 

If it is a previous tax year ISA, you may transfer all or part of the whole amount. The transfer will be placed in a Jupiter ISA.

Transferring Cash ISAs from previous tax years into Stocks & Shares ISAs.

You will be able to transfer part or all of your Cash ISAs from previous tax years to Stocks & Shares ISAs without affecting your current annual ISA investment allowance.

Transferring money from a current tax year Cash ISA into a Stocks & Shares ISA.

You will be able to transfer money saved in a current tax year Cash ISA to a Stocks & Shares ISA. Such transfers must be for the whole amount saved in that tax year up to the day of the transfer.

Once the current tax year Cash ISA is transferred to a Stocks & Shares ISA, it is treated as if it had been invested directly into a Stocks & Shares ISA in that tax year. You are then able to still save up to the full remaining balance of the £10,200 annual ISA investment allowance in that tax year, of which up to £5,100 can be invested in into another Cash ISA.

Please note that the existing rule stating that Stocks & Shares ISAs cannot be transferred to Cash ISAs remains unchanged.

The net amount transferred will normally be invested in the fund(s) of your choice at the next valuation point following receipt of payment.  Should your account be transferred to us in a number of separate payments, each payment shall be invested at the next valuation point following receipt. 

Please note that there is a minimum total transfer value of £500 and any additional dividend amounts received of less than £20 will not be accepted and will be returned to the previous manager.

Can I convert cash from my unit trust to fund my ISA? (Back to top)
Yes. We require a completed Stocks and Shares ISA application form or Cash ISA application form  with a covering letter or conversion form confirming your wish to use the proceeds held within the unit trust. 

The unit trust will then be sold at the next available valuation point on the day of receipt of both completed forms.  The investment into the Jupiter ISA will take place on the valuation point following the repurchase which is usually the next working day.  There will be a residual charge of between 1.5% and 2.0% for converting cash from your unit trust to an ISA.

Please note that due to HM Revenue & Customs regulations, the conversion has to take place as a repurchase and an investment over two separate days.  Depending on your own financial situation, this could result in a liability to Capital Gains Tax.  Should you have any queries relating to taxation, we suggest you contact your local tax office.

What are Jupiter's dealing hours?  (Back to top)
Telephone deals can be placed between 9.00am and 5.30pm. 

See also: At what price will my deal be placed?

At what price will my deal be placed? (Back to top)
When a fund is bought, the deal is placed at the offer price and when a fund is sold, the deal is placed at the bid price.

Jupiter deals on a forward pricing basis.  This means that if a deal is placed before 12 noon, then the deal will get priced as at that day's valuation point.  If the deal is placed after 12 noon, then the deal will get priced as at the following business day's valuation point. (see daily fund prices for bid and offer prices at the last valuation point).

What paperwork will I receive once my deal is placed?  (Back to top)
For deals which involve buying units from Jupiter a contract note will be sent within 24 hours of the valuation point used for the deal.

For deals which involve selling units back to Jupiter a contract note and renunciation form (where required) will be sent out within 24 hours of the valuation point used for the deal.

For deals where you transfer ownership of your units to a third party confirmation of the transfer will be sent out within 24 hours of the valuation point used for the deal.

The contract note / confirmation of transfer provides details of the deal you have placed.

How will I be kept informed about my investment?    (Back to top)
You will receive a six-monthly statement regarding your investment, prepared as at 5th April and 5th October each year.  These are sent out within 25 days following the statement date.  You can also track your investments by using the Jupiter Online Valuations service or calling Customer Services on 0844 620 7600 to obtain a valuation.

Can I invest on a monthly basis?(Back to top)
Yes. You can invest monthly in addition to or instead of a lump sum contribution via Direct Debit.  To do so you should complete and return either a Unit Trust or Stocks & Shares ISA Application Form with the attached Direct Debit Mandate.

Which day are Direct Debit contributions collected?(Back to top)
Jupiter will only collect your monthly contribution from your bank or building society account on the last working day of the month.  If a completed Direct Debit mandate is received after the 15th of the month, the first payment will be requested on the last working day of the following month.

Can I change the fund/amount I contribute to monthly via Direct Debit?(Back to top)
Yes.  You may contact our Customer Service Team by telephone on 0844 620 7600 or in writing at the following address:

Jupiter Unit Trust Managers,
PO Box 10666,
Chelmsford, 
CM99 2BG
(please ensure when contacting Jupiter you provide your unitholder number). 

We must receive requests at least 6 working days prior to the last business day of the month.  Any request to amend the fund/amount received after this cut off point will be effective from the following month's collection date. 

How do I cancel my Direct Debit? (Back to top)
We require a signed letter of instruction requesting Jupiter to cancel the Direct Debit (at least 6 working days prior to the last business day of the month) or alternatively you may request your bank or building society cancel the Direct Debit.


If I want to sell my investment, how do I go about it?  (Back to top)
Should you wish to dispose of some or all of your holdings, you can instruct Jupiter by telephone, fax, or in writing.  If disposing of some of your holdings by writing, your signed authority must quote:

• Your name
• Your address
• Your unitholder number (where possible)
• The fund(s) you wish to sell
• The amount (if it is partial redemption) from each fund, or instruction that it is a full redemption

Units may be redeemed on any business day between normal business hours.  Requests for redemptions received by us before 12.00 noon will be redeemed at the bid price calculated at the 12.00 noon valuation point.

See also: If I sell my investment over the telephone or by tax, when will I receive payment?

What are the charges for selling my investment? (Back to top)
There are no exit charges for selling. Requests to sell all or part of your holdings are dealt on the day we receive your instructions. 

See also: At what price will my deal be placed? 

If I sell my investment over the telephone or by fax when will I receive payment? (Back to top)
Before making any payment, we will need written confirmation of your instruction.  You can either:

• Send us a letter confirming the transaction
• Return the signed renunciation form

A cheque will normally be issued on the fourth business day after receipt of the signed form or letter.

Can Jupiter make payments to me in a method other than by cheque? (Back to top)
Yes.  Jupiter provides the service of a Telegraphic Transfer to your bank account.   

Jupiter will only make payment by Telegraphic Transfer in one of the following circumstances:
1) The requested bank account is the same as that from which your original investment was made.
2) The requested bank account is the same as that from which we have been collecting your regular monthly contributions.
3) We receive proof of your bank account details in the form of: original bank statement, voided cheque, voided paying-in slip or original letter from bank, stating sort code, account number and name.

How do I change my address details? (Back to top)
Written confirmation of your change of address should be sent to:

Jupiter Unit Trust Managers Limited
PO BOX 10666
Chelmsford
CM99 2BG

Alternatively you can call our Customer Services department with your unitholder number on 0844 620 7600. 

Please note, we are unable to process address amendments to investment company products via telephone.  Please request your change in writing:

Jupiter Asset Management
PO Box 10666
Chelmsford
CM99 2BG

or fax us on 020 7314 4933.

How do I change my registered name?(Back to top)
We require sight of the original legal document confirming your change of name.  This may be a Marriage Certificate, Statutory Declaration of Change of Name (Deed Poll) or if you are reverting to your maiden name your Decree Absolute along with either your Marriage Certificate or Birth Certificate.  The document should be sent to:

Jupiter Unit Trust Managers,
PO Box 10666,
Chelmsford, 
CM99 2BG 

How do I inform you a Jupiter account holder has died? (Back to top)
We require sight of the original Death Certificate and, when available, sight of sealed office copy of the Grant of Probate or Certificate of Confirmation.  Upon receipt of this, the named personal representatives of the estate will be registered on the holding.  If the holding is an ISA, this will be converted into a unit trust.  The units can then either be sold; or transferred into the names of the personal representatives, or named beneficiaries, by completing a stock transfer form for each name and fund

Jupiter Unit Trust Managers,
PO Box 10666,
Chelmsford, 
CM99 2BG

What is Jupiter's phone number? (Back to top)
Customer Services: 0844 620 7600

What is Jupiter's fax number? (Back to top)
Fax: 020 7314 4933

What is Jupiter's postal address? (Back to top)
Please send all Jupiter Unit Trust Managers correspondence to:

Jupiter Unit Trust Managers Limited
P.O. Box 10666
Chelmsford 
CM99 2BG


Please send all Jupiter Asset Management correspondence to:

Jupiter Asset Management
PO Box 10666
Chelmsford
CM99 2BG