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PrintMar 05, 2007
• Transaction charge waived on £1000 (minimum) investments
• Free ISA and PEP transfers until 30 April 2007
• Call free on 0800 40 30 30 for more information
In a bid to encourage investors to take advantage of tax-efficient investment measures, JPMorgan Asset Management (JPMAM) has announced that it is offering free ISA and PEP transfers and is waiving transaction charges on all investments over £1,000 into any of its JPMorgan Investment Trust ISAs.
JPMAM’s special offer is available until 30 April 2007, so investors can take advantage of the benefits on offer for both this and next year’s ISA allowances. Investors wishing to qualify for the current tax year can submit applications up until 5 April 2007, as the seven day ‘cooling off’ period for ISA investments has been removed for those who have not received financial advice on their investment. Those who have received financial advice must submit their ISA applications by 29 March 2007.
James Saunders Watson, Head of Investment Trust Sales and Marketing at JPMorgan Asset Management said: “We urge investors to save money by meeting the application deadlines and benefiting from the tax breaks offered by ISAs. By taking advantage of special offers such as JPMAM’s removal of investment and transfer charges, people can save even more money. We consciously extended our offer period beyond the end of the 2006-7 tax year, to allow a ‘double-bonus’ of savings and encourage people to begin investing next year’s allowance as soon as possible.”
There are three ways to invest into JPMAM investment trusts :
• Call us free on 0800 40 30 30
• Download an application pack or set up an online dealing account at www.jpmorganinvestmenttrusts.co.uk
JPMAM’s range of investment trusts include:
• JPMorgan American
• JPMorgan Asian
• JPMorgan Chinese
• JPMorgan Fleming Claverhouse
• JPMorgan Elect Managed Growth
• JPMorgan Elect Managed Income
• JPMorgan Emerging Markets
• JPMorgan European – Growth
• JPMorgan European - Income
• JPMorgan European Fledgeling
• JPMorgan Income & Capital
• JPMorgan Income & Growth
• JPMorgan Indian
• JPMorgan Japanese
• JPMorgan Fleming Japanese Smaller Companies
• JPMorgan Fleming Mercantile
• JPMorgan Mid Cap
• JPMorgan Overseas
• JPMorgan Russian Securities
• JPMorgan Smaller Companies
• JPMorgan US Discovery
Offering investors the choice of 19 investment trusts, JPMAM is the UK’s largest investment trust manager, with over £7.2bn in assets under management as at 31st January 2007.