You can sell:
You can sell:
- Using our online portal, ‘MyJupiter’.
- In writing by:
- completing a withdrawal form* signed by all registered holders
- sending us a instruction signed by all registered holders which includes your name, account number and details of the product, fund and how much you want to sell. This needs to be sent to us at: Jupiter Unit Trust Managers, PO Box 719, Darlington, DL1 9LJ
- Over the telephone by calling 0800 561 4000 (or +44 20 3528 4244 if calling from overseas) between 9am and 5:30pm, Monday to Friday on UK business days
- By faxing your instructions to 020 8585 8814
- * If you are an executor, use the executor withdrawal form
- If instructing us by fax (and in some instances, by telephone), you may be required to also complete a renunciation form. In those instances, you can either sign and return the form we send out following your withdrawal or send us a signed letter which includes your name, full address and account number. You will need to state ‘Please take this letter as renunciation for deal reference ______’.
How long after I sell will the proceeds be paid?
- Unit Trusts/ISAs
- OEICs
Fund | Usual timeframe (where renunciation has already been received) | Usual timeframe (where renunciation has not already been received) |
All funds (excluding those within the Merlin range) | 3rd business day following your deal being priced | The day after renunciation has been received (but not before the third business day after the deal has been priced) |
Funds within the Merlin range | 4th business day following your deal being priced | The day after renunciation has been received (but not before the fourth business day after the deal has been priced) |
Proceeds will only be released once all anti-money laundering requirements have been met.
Fund | Usual timeframe (where renunciation has already been received) | Usual timeframe (where renunciation has not already been received) |
All funds (excluding the Jupiter Merian North American Equity Fund and Jupiter Merian Global Equity Fund) | 4th business day following your deal being priced | The day after renunciation has been received (but not before the fourth business day after the deal has been priced) |
Jupiter Merian North American Equity Fund and Jupiter Merian Global Equity Fund | 3rd business day following your deal being priced | The day after renunciation has been received (but not before the third business day after the deal has been priced) |
Deals are priced at the next 12pm valuation point following receipt of the dealing instruction.
Proceeds will only be released once all anti-money laundering requirements have been met.
How are withdrawal proceed paid?
The default payment method is cheque to the first name holder. However, if we have instructions to pay to your bank account, we will pay there if we can verify the bank account electronically or if one of the below conditions have been met:
- The bank account is the same as that from which your investment was made
- We have previously paid withdrawal proceeds to that bank account
- We receive proof of your bank/building society account in the form of
- an original or certified* bank/building society statement dated within the last 3 months that shows your name and address (which matches our records), your bank account number and sort code or
- a voided cheque/paying-in slip
* Certified bank/building society statements must be on the bank/building society’s letter head with their stamp, address and signature.
In the case of a joint account we will pay to the first named holder on the account, unless all the holders have provided a signed request to pay one of the other holders.
Proof of your bank account can either be digitally loaded via our online portal, ‘MyJupiter’, or posted to us. We will need the original or an original certification.
If we cannot verify your bank account, we will send a cheque to your registered address. We do, however, reserve the right to only pay to a verified bank/building society account rather than by cheque, which may result in a delay to settlement.