Administration Address
Jupiter Unit Trust Managers Limited
PO Box 10666
Chelmsford
Essex
CM99 2BG
Courier Address
Jupiter Unit Trust Managers Limited
SS&C, Adams House
2 Springfield Lyons Approach
Chelmsford
Essex
CM2 5LG
Application Requirements
Not available for this Fund Group
Client Money Model
Delivery versus Payment - applications required for new client account names
Decimal Places
Please refer to Trade and Settlement Spreadsheet
Currency
GBP
Automated Dealing
Calastone - Yes
JUPITER
EMX - Yes
JUPTR
Automated Dealing Product Codes
000013 Jupiter Unit Trust
000067 Jupiter OEIC
Automated Settlement
CREST
No
CTN Net Settlement
Yes
Electronic Re-Registration (TeX)
Transfer Out
Yes
Stock Transfer
Yes
STP Conversion
Yes
Stock Transfers
Electronic
Re-Registration
Yes
Post
Yes
Fax
No
Document Upload - AML Docs
AML Beneficial Owner
Yes
AML Corporate ID Docs
Yes
AML - FATCA
Yes
AML Self Certification Forms
Yes
AML Source of Wealth/Funds
Yes
AML Third Party ML Details
Yes
Document Upload - Dealing Docs
Repurchase
No
Sale
No
Switch Or Conversion
No
Transfer In
No
Stock Transfer
Yes
ISA Transfer
No
Renunciation Forms
No
Cancellation Forms
No
Document Upload - Registration
Application Forms
Yes
Add/Update Coverall Forms
Yes
Add/Update Distribution Mandates
Yes
Add/Update Account Details
Yes
Add/Update Agent Details
Yes
Document Upload - Other
Payment
Re-Issue Request
Yes
Enquiry
Yes