How do I set up a monthly contribution?

To set up a monthly contribution you will need to provide the following:

  • A new Direct Debit mandate form, signed by all bank account holders. Please contact us by phone and we can arrange to send this document to you
  • A signed and dated instruction confirming your request to set up monthly contributions. This must include your name, address, account number, the fund(s) you wish to invest into and the amount to invest into each fund together with the following declaration *"I/We can confirm I/we have received and read the latest version of the KIID"
  • A cheque payable to J.P. Morgan Asset Management for the first installment of the monthly contribution from the collecting bank

The direct debit collection date is the 1st or 16th of the month. If you do not select a date for collection, the default collection date will be the 1st. We must receive the new mandate at least 10 working days prior to the collection date. A cheque payable to J.P. Morgan Asset Management is required for the first payment.

Then please post that to below address.


JP Morgan

PO Box 12272



CM99 2EL

If you require any further assistance on this please contact our client service team on 0800 204 020 or from abroad (0044) 1268 444 470