Dealing with a Jupiter investment following a bereavement
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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:
Below are the forms you may require:
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 [email protected]
- 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:
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. The Key Investor Information Document can be found here:
Please contact us if you want information on alternative methods of sending in documentation.
Important Information
Market and exchange rate movements can cause the value of an investment to fall as well as rise, and you may get back less than originally invested.