How to transfer to another person (Unit trusts/OEICs)
You will need to complete a stock transfer form. Separate stock transfer forms are needed for each person you are transferring to. If the person you are transferring to doesn’t already hold an account with us, they will need to complete a unit trust/OEIC application form.
The completed forms will need to be sent to us at
Jupiter Unit Trust Managers
PO Box 719
Darlington
DL1 9LJ
How to switch funds
You can switch:
- Using our online portal, ‘MyJupiter’
- In writing by completing an application form (switch application form) or sending us a signed instruction detailing your name, address, account number, details of the amount and funds involved. You will need to confirm you have read the Key Investor Information Document(s) (KIIDs) for the fund(s) and share class you are switching into, the Supplementary Information Document (SID) and the Terms & Conditions. The instruction will need 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
Depending on your own financial situation, a switch result in a liability to Capital Gains Tax.
How to transfer an ISA
- From another ISA provider to Jupiter
- From Jupiter to another provider
From another ISA provider to Jupiter
If you want to transfer your holding in cash (i.e. where your current ISA provider sells your holding and sends the proceeds to us) you will need to complete an ISA Transfer Form (for transfers in cash).
If your current ISA provider is a nominee or supermarket platform who holds Jupiter units/shares and you want the units/shares transferred to us, you will need to complete an ISA Transfer Form (for transfers of units/shares).
These forms can be posted to us at:
Jupiter Unit Trust Managers
PO Box 719
Darlington
DL1 9LJ
We are dependent on the previous ISA manager for receipt of the settlement, which can take up to 30 days.
From Jupiter to another provider
Please contact the other provider to initiate the transfer.
- From a unit trust/OEIC to an ISA
- From an ISA to a unit trust/OEIC
From a unit trust/OEIC to an ISA
You can switch:
- Using our online portal, ‘MyJupiter’
- by completing a 2026/2027 ISA application form along with an ISA Stocks and Shares Conversion form
The completed forms will need to be sent to us at
Jupiter Unit Trust Managers
PO Box 719
Darlington
DL1 9LJ
Depending on your own financial situation, this withdrawal could result in a liability to Capital Gains Tax.
From an ISA to a unit trust/OEIC
You can switch by completing a unit trust/OEIC application form along with a signed covering letter confirming that you want to sell your ISA to fund your unit trust. These will need to be sent to us at
Jupiter Unit Trust Managers
PO Box 719
Darlington
DL1 9LJ
The following information will need to be included – your name, account number, details of the fund you are switching from and to, and the monetary amount/number of units.
Please note that you will lose your tax benefits on the ISA when you switch out of it.
How to switch between income and accumulation
You can convert from income to accumulation units/shares or vice versa by:
- completing a unit type conversion form and sending it to us at Jupiter Unit Trust Managers, PO Box 719, Darlington, DL1 9LJ
- calling us on 0800 561 4000 (or +44 20 3528 4244 if calling from overseas) between 9am and 5:30pm on UK business days
You will need to confirm that you have read the Key Investor Information Document(s) (KIIDs) for the fund(s) and share class you are switching into, the Supplementary Information Document (SID) and the Terms & Conditions. If you choose to invest into income units/shares, you will need to provide us with details of your bank or building society account
If we are unable to verify your bank account electronically, we will write to you to request proof of your bank account.