Pre-advice calls assist the J.P. Morgan portfolio managers with managing large inflows/outflows within the fund, thus providing protection for all shareholders against unexpected flows. Wherever possible, it is requested that you provide notice as soon as possible.
To place a pre-advice call, contact your client service representative. Your client service representative will relay this information to the appropriate group.
This information should include the name of your organization, approximate amount of the transaction, and for a purchase, the length of the investment.