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It's important to regularly review your investment portfolio, regardless of the investment climate. Jupiter offers Transfer and Switch facilities to assist you in managing your investments.

ISA Transfers
You may have previously purchased an ISA investment with another fund management house. Even if you have reached the ISA's maximum investment limit, you can still transfer the money between managers without losing the tax efficient status.

For further details, or to transfer your existing ISA to us, please refer to the Key Features (incorporating the Simplified Prospectus) and complete an ISA Transfer Application Form, both available using the links below.

The minimum amount that can be transferred is £500 (please note this is per fund).

Switches
You can switch all or part of the holdings within your investment by selling your units in one Jupiter fund and reinvesting the proceeds in another. Throughout the year Jupiter offers switches at a discounted price, please call Customer Services on 020 7314 7600 for more details. 

For further details, or to switch your holdings, please refer to the Key Features (incorporating the Simplified Prospectus) and complete the Switch Application Form, both available using the links below.

Downloads:
 Stocks & Shares Transfer Application Form
 Cash ISA Transfer Application Form
 Switch Application Form
 Key Features (incorporating the Simplified Prospectus) and Terms & Conditions