Bereavement
Click here for our guidance on how to deal with a Jupiter investment following a bereavement. We appreciate what a difficult time it is and want to make the process as smooth as possible for you.
Please feel free to contact us with any questions as follows:
- 0800 561 4000 (+44(0)1268 448642 if calling from overseas) between 9am and 5:30pm, Monday to Friday
- Via webchat on www.jupiteram.com between 9am and 5pm
- Via email at enquiries@jupiteronline.co.uk
- We have a dedicated bereavement team. If you would like to arrange a telephone appointment with a member of the team, please contact us.
Below are the forms you may require:
- Small estate form
- Withdrawal form for executors/personal representatives
- Stock transfer form
- Unit Trust application form
- APS investment application form
If the investment is being transferred rather than sold, you will need to read the Supplementary Information Document (SID) , Terms & Conditions and the Key Investor Information Document (KIID) for the fund(s) being transferred.
Power of Attorney
Click here for our guidance on how to register a Power of Attorney. We appreciate that it may be a difficult time for you and want to make the process as smooth as possible.
Please feel free to contact us with any questions as follows:
- 0800 561 4000 (+44(0)1268 448642 if calling from overseas) between 9am and 5:30pm, Monday to Friday
- Via webchat on www.jupiteram.com between 9am and 5pm
- Via email at enquiries@jupiteronline.co.uk