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1 Valid from March 2016 Please complete this form in BLOCK LETTERS and black ink, and return it to: FREEPOST JP MORGAN AM. An address or a stamp is not required to be added to the envelope. If you have any questions regarding this form please call our UK-based Client Services team on Our telephone lines are open Monday to Friday, 9am to 5.30pm. Please note - this form should only be used by individuals who have a financial adviser. There are two parts to the ISA Transfer Form: Part One this is your instruction to us to buy shares and to open your J.P. Morgan Stocks and Shares ISA. Part Two we forward this part to your existing ISA manager to instruct them to sell your current investments. We will be unable to process your application if this form has not been fully completed. Please ensure all the fields of this form are completed, failure to do so could mean the form will be returned to you for completion. You can use this form to transfer existing Stocks and Shares and Cash ISAs into a J.P. Morgan Stocks and Shares ISA. Financial Adviser s stamp / details Important Note: If you have any questions regarding this form, please call our UK-based Client services team number on FCA number Please tick: Execution only OR Advised 1. About you Your existing J.P. Morgan account number (if you have one) Your title (e.g. Mr/Mrs/Miss/Ms/Other) Surname First name(s) in full Your permanent residential address Telephone numbers Daytime telephone number Evening telephone number + 44 (0) + 44 (0) Your date of birth (Day/Month/Year) City/town of birth Country of birth Are you a UK citizen? YES NO address (optional) If you are a citizen of any other country, please provide country name below: We would like to keep you informed If you would like us to contact you about relevant news, offers and new fund/trust launches let us know by ticking the relevant box: By phone By By post 2. Tax residency Tax Regulations A require us to collect information about each investor s tax residency. In certain circumstances we may be obliged to share information on your account with HRMC or other relevant tax authorities who may provide this information to other jurisdictions under applicable laws and treaties. If you have any questions about your tax residency, please contact your tax advisor. Should any information provided change in the future, please ensure you advise us of the changes promptly. Account holder: Are you a UK tax resident? YES NO Please note, if you are not a UK tax resident, you cannot open a J.P.Morgan ISA.

2 2. Tax residency (continued) Your National Insurance Number here Yes No Please indicate if there is any other country in which you are resident for tax purposes and the associated Tax Identification Number below. If you are a US citizen or tax resident, you are not eligible to open this account. Additional Country of tax residence (if applicable) Tax identification number A The term tax regulations refers to regulations created to enable automatic exchange of information and include FATCA B, various agreements to improve international tax compliance entered into between the UK and its Crown Dependencies and its Overseas Territories and the OECD Common Reporting Standard for Automatic Exchange of Financial Account Information. B The term FATCA refers to The Foreign Account Tax Compliance provisions contained in the US HIRE Act 2010, other relevant legislation implementing FATCA under local law and any associated IGAs. 3. Choosing your investment A. Please read the important notes at the end of this section before choosing your investments. B. Please tell us which type of ISA you are transferring to us. Stocks and Shares Cash C. Please indicate how you want to transfer your investments and complete the relevant section below: In-specie Cash (the transfer of assets in their current form) IF TRANSFERRING IN CASH Please select the funds or investment trusts you wish to invest in and the proportion(s) to be allocated in the following lists, including the proportion to remain as cash. Please refer to J.P. Morgan Terms and Conditions for details of investment amounts. It is important that you complete this section correctly, failure to do so could cause a delay with the application being processed. Please ensure you enter the J.P. Morgan investment trust / OEIC fund name. For a full list of investment trust and OEIC funds refer to and the Investment Trust Profiles and/or Prospectus. Alternatively, contact our UK-based Client Services team on Please include the percentage, the total percentage should be 100%. The minimum investment for each OEIC fund and investment trust is 500. A) J.P. Morgan investment trusts Please state the trust(s) in which you wish to invest. Investment trust name Percentage (minimum 500 per fund) Example: JPMorgan European Investment Trust plc Growth Shares 80% Total % B) J.P. Morgan OEIC funds Before investing in a J.P. Morgan OEIC fund(s) you must receive and read the Key Investor Information Document (KIID), which contains important information about the sub-fund. To receive the KIID(s) you require for your chosen sub-fund(s) either visit call our UK-based Client Services team on or contact your Financial Adviser.

3 3. Choosing your investment (continued) Share class OEIC fund name Inc Acc Percentage (minimum 500 per fund) Example: JPM UK Equity & Bond Income Fund 80% Important notes: 1. You can transfer some or all of the money you have saved in Cash ISAs and Stocks and Shares ISAs in previous tax years into the J.P. Morgan Stocks and Shares ISA without affecting your annual ISA allowance. 2. You can transfer money saved in an ISA in the current tax year into the J.P. Morgan Stocks and Shares ISA provided you transfer the whole amount saved up to the date of the transfer. This will count as part of that year s ISA allowance and will be treated as if it was invested directly into the J.P. Morgan Stocks and Shares ISA. 3. You may not subscribe more than 15,240 in total to a Cash ISA and a Stocks and Shares ISA in the current tax year. 4. If you subscribe to a J.P. Morgan ISA, you may not subscribe to any other Stocks and Shares ISAs in the same year. 5. We do not offer a Cash ISA. 6. Please note that J.P. Morgan Asset Management do not offer a flexible ISA and therefore where a withdrawal is made from a J.P. Morgan ISA, any subsequent subscriptions in the same tax year will continue to count towards the subscription limit. Total % If transferring in-specie Please ensure you have up-to-date details of your investments and the exact number of units/shares you hold for each. If additional space is required, please provide details on a separate page. Only investments which are available within the J.P. Morgan Asset Management UK investment range can be transferred in-specie. As part of the transfer process, investments which are not available will be identified and returned and not processed. Name of investment Number of units/shares held Approximate value Total % 4. Income details Please complete this section to have any income paid out to you. The account must be a personal bank/building society account in your name, or a joint account which includes your name. We will reject your application if you have chosen to invest in a monthly income paying share class and have not provided your bank/building society account details. Name of bank or building society Name of account holder(s)

4 4. Income details (continued) Branch address Account number Bank sort code Reference number (building society) 5. Declaration and signature Please read this section carefully before you sign and date below. We (J.P. Morgan Trustee & Administration Services Limited) will provide your J.P. Morgan ISA in accordance with the information you have provided in this application form and the J.P. Morgan Key Features and Terms and Conditions. Please read this form and our J.P. Morgan Key Features and Terms and Conditions carefully because we will rely on them in all our dealings with you. Please contact us if there is anything you don t understand. We do not provide investment advice and we will not assess the suitability or appropriateness of any investment you wish to hold within your ISA. You should contact your financial adviser if you are concerned about the suitability of any investment for you. Using your personal information We will use your personal information to set-up and administer your ISA. We may also pass your information to our third party service providers, or to legal or regulatory bodies, some of which may be outside the EEA. The J.P. Morgan Terms and Conditions contain a copy of our Data Privacy Policy which explains how we use your personal information. ISA Declaration I apply to subscribe for a stocks and shares ISA for the tax year 2016/2017 and each subsequent year until further notice. I declare that: All subscriptions made, and to be made, belong to me. I am 18 years of age or over. I have not subscribed and will not subscribe more than the overall subscription limit in total to a cash ISA and a stocks and shares ISA, and an innovative finance ISA in the same tax year. I have not subscribed and will not subscribe to any other stocks and shares ISA in the same tax year that I subscribe to the J.P. Morgan Stocks and Shares ISA. I am resident in the United Kingdom for tax purposes or, if not so resident, either perform duties which, by virtue of Section 28 of the Income Tax (Earnings & Pensions) Act 2003 (Crown employees serving overseas), are treated as being performed in the United Kingdom, or I am married to, or in a civil partnership with, a person who performs such duties. I will inform J.P. Morgan Trustee & Administration Services Limited if I cease to be so resident or to perform such duties or be married to, or in a civil partnership with, a person who performs such duties. The information that I have given in this application form is correct to the best of my knowledge and belief. I authorise J.P. Morgan Trustee & Administration Services Limited: To hold my cash subscription, ISA investments, interest, dividends and any other rights or proceeds in respect of those investments and any other cash. To make on my behalf any claims to relief from tax in respect of ISA investments. By signing this application form: I confirm that I have read and retained the J.P. Morgan Key Features and Terms and Conditions and the appropriate KIID where relevant. I confirm that I am not a US citizen or resident. I agree to inform you immediately of any change in my circumstances affecting any of the information in this form, in particular any changes to the information I have provided relating to my tax residency. I agree that you may verify my identity with an online verification agency but that this will not be disclosed to any third party and will not affect my credit rating. I also acknowledge that you may ask for further information. I agree that you will carry out my instructions to buy and sell investments within my ISA in accordance with your Order Execution Policy. I also consent that you may, if necessary, execute my instructions to buy and sell investments outside a regulated market or a multilateral trading facility. I agree to be bound by the J.P. Morgan Terms and Conditions (which include the J.P. Morgan ISA Specific Conditions). I agree to the ISA Declaration. Your signature Date (Day/Month/Year)

5 (Part Two) 1. About you Your existing J.P. Morgan account number (if you have one) Your title (e.g. Mr/Mrs/Miss/Ms/Other) Surname First name(s) in full Your permanent residential address 2. Your existing ISA details Name of ISA manager Address of ISA manager ISA account number 3. Instructions to existing ISA manager Please complete for CASH ISA transfer: I instruct you to transfer my total Cash ISA holding Yes Total subscriptions from 6 April to date of transfer into your Stocks and Shares ISA: OR I instruct you to transfer part of my Cash ISA holding Please complete for STOCKS AND SHARES ISA transfer: Investments I wish to transfer Share-Registration (keep investments) Please list the fund(s) you hold with the above ISA manager that you wish to retain when you transfer your investment(s) to the J.P. Morgan ISA. Name of Investment Type of share (Acc/Inc) (if applicable) Number or percentage of units to transfer Investments that I wish to transfer in cash (sell investments) Please list the fund(s) that you hold with the above ISA manager that you wish to sell and transfer the proceeds to the J.P. Morgan ISA. I instruct you to sell my total ISA holding Yes OR I instruct you to sell the following investments ONLY: Name of Investment Type of share (Acc/Inc) (if applicable) Number or percentage of units to transfer I hereby instruct you to sell part or all of my investments within my ISA immediately and transfer the sale proceeds of such investments together with any interest, dividends, distributions, rights and any other cash within my ISA (less any amounts you are entitled to keep under the terms of the ISA) to FREEPOST JP MORGAN AM. An address or a stamp is not required to be added to the envelope. Please close my ISA referred to above. Your signature Date (Day/Month/Year)

6 To be completed by existing ISA manager The following information must be provided for each tax year of ISA investment (please attach additional sheets if necessary). Date ISA opened / / during tax year / Total contributions Current value of ISA transferred Declaration to J.P. Morgan Trustee & Administration Services Limited I declare that: a) I have fulfilled my obligations to the ISA investor, the Board of HMRC or otherwise, which are imposed by the ISA Regulations, and b) the information contained in this notice is correct. Your signature For and on behalf of Date (Day/Month/Year) Please make the cheque payable to J. P. Morgan Asset Management Re: Client s name. A complete history of the ISA referred to herein, including a schedule of outstanding dividends and tax credits, should be sent to J.P. Morgan Trustee & Administration Services as soon as practicable. FREEPOST JP MORGAN AM. An address or a stamp is not required to be added to the envelope. Tax Office Shoreditch Tax Office Ref. SO25A Please note all correspondence should be sent to the address shown at the top of the application and not to the registered address. Telephone calls may be recorded and monitored for security and training purposes. J.P. Morgan Trustee & Administration Services Limited is authorised and regulated by the Financial Conduct Authority. Registered Office: 25 Bank Street, Canary Wharf, London E14 5JP. Registered in England No GB H /16

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