JPMorgan - exceptions
Our discounts for this firm start from £3,000.
We cannot discount cash or money market funds in unit trusts, OEICS or
ICVCS.
ISA lump sums, ISA & PEP transfers, direct lump sum investments
into funds
1% lower discount for Cautious Rotal Return Fund and Balanced Total Return
A Fund.
Discounts 2% lower for the following funds – Global (Ex-UK) Bond
Fund, Global High Yield, UK Equity & Bond, and UK Active 350 Funds.
E & O E