Get Jn Fund Customer Information

Filling out the JN Fund Customer Information form online is a crucial step in establishing your account with JN Fund Managers. This guide provides you with a clear and systematic approach to accurately complete each section of the form, ensuring you provide all necessary information.

Follow the steps to successfully complete the form.

1. Press the ‘Get Form’ button to access the form and open it in your preferred online platform.
2. Review the account information section. Indicate if you would like JN Fund Managers to hold your mail by selecting 'Yes' or 'No'. If 'Yes' is selected, note the 90-day correspondence holding period.
3. Provide the date of your selection in the format dd/mm/yyyy. Confirm if online account access is required.
4. Select your preferred frequency of statement delivery: Monthly, Quarterly, or No statement.
5. Choose the account type and indicate whether you are a related party.
6. Fill out the individual account holder(s) information. For each account holder (A, B, C, D), select the appropriate title (Mr., Miss, Ms., etc.) and provide the required personal details including name, address, date of birth, and occupation.
7. Provide contact information, including primary and secondary email addresses along with home and cellular phone numbers.
8. Complete the client profile section. Indicate your risk tolerance, investment objectives, cash flow management, and investment horizon.
9. Document your annual gross income and net worth for each account holder.
10. Fill out the how we can better serve you section. Indicate if you currently have an account with Jamaica National Building Society and how you heard about JN Fund Managers.
11. Specify the correspondence you wish to receive and whether you consent to share your contact information with other companies within the JN Group.
12. Review and provide your signatures, including the dates for each account holder.
13. Select the appropriate signatory requirement for account instructions.
14. Once you have completed and reviewed the form, save your changes, and download or print a copy if necessary.
15. Submit the form as per the instructions provided on the platform.

Start completing your JN Fund Customer Information form online today!