How to get started
J.P. Morgan Asset Management makes it easy for you to create your own investment plan to meet your financial goals. Simply follow these four easy steps and be on your way to investment success:
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Know yourself
  • What is your investment objective - saving for school fees, building a retirement fund, increasing your capital or preserving the wealth you already have?
  • How much time do you have to reach your investment objective?
  • Are you new to or very experienced in mutual fund or stock investments?
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Choose funds to suit your needs
Once you've established your objectives, time frame and level of experience, select a portfolio of funds that best suit your investment needs, bearing in mind that:

  • You should aim for a globally diversified portfolio. Diversification reduces risk because your money is spread across many different markets.
  • You can mix money, bond and equity funds to suit your time frame and risk profile.
  • If you are aiming for capital preservation or looking at a short-term investment, concentrate on money funds.
  • Our Investment Advisers are always on hand to assist you in building a portfolio that suits your needs.
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Open an account

Opening an account is easy. All you have to do is submit your application via the internet and the required documents by post within 3 days.

  • Complete Application Form.

  • Return Form with Documents. Your investment will be made once all required documents have been received by us and the payment is received
    Please post the following documents along your application:

    • A completed and signed Application Form and all document(s) as provided.
    • A signed Autopay Direct Debit Authorisation Form. If you have setup your Autopay via online account opening, please enclose this form. The Form should bear your name as shown in the identity document and can be drawn on your account with HSBC or Hang Seng Bank. The signatures on the Autopay Direct Debit Authorisation Form and the MasterAccount Application Form should be the same.
      OR
      A cheque payable to "JPMorgan Funds (Asia) Ltd" for amount not less than HK$10,000. If you have not set up Autopay via online account opening, please enclose a cheque. The cheque should bear your name as shown in the identity document and is drawn on your account with any licensed bank in Hong Kong. The signatures on the cheque and the MasterAccount Application Form should be the same.
    • A copy of your Hong Kong Permanent Identity Card or your Passport. For residents with right of abode in Hong Kong, please provide copy of Hong Kong Permanent Identity Card. Other residents please provide copy of passport.
    • Proof of residential address such as a copy of a utility bill, bank statement or other documents acceptable
      to JPMorgan Funds (Asia) Limited dated within the last 3 months.
    • Proof of Standing Payment Instructions such as a copy of bank passbook or debit card or bank statement
      of a Hong Kong licensed bank that bears both your name and account number

You can mail your application to:

JPMorgan Funds (Asia) Limited
GPO Box 11448, Hong Kong
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Keep track of your investments

After your application has been accepted and your MasterAccount activated, you will be able to enjoy
the online trading services and keep track of your investments via J.P. Morgan eTrading site.

You can keep track of your account and access investment information as follows:

  • By internet - J.P. Morgan eTrading site www.jpmorganam.com.hk
  • By phone - JPM Funds InvestorLine (852) 2265 1133 (24 hour telephone service).
  • By fax - JPM Funds InvestorFax 2265 1111 (automated fax-on-demand service for Hong Kong users).
Consult our Investment Advisers who can be reached via JPM Funds InvestorLine or at our conveniently located J.P. Morgan Investment Centre in Hong Kong.