INVESTOR SERVICES

Global Custody and Securities Servicing

Extensive experience, comprehensive products and
advanced technology
J.P. Morgan takes a solution-based approach to custody, helping clients maximize
processing efficiency within a robust, controlled, automated and information-rich
environment. We meet the needs of the worlds leading institutional investors
through our extensive experience, comprehensive products and advanced
technology designed to optimize efficiency, enhance revenues and mitigate risks
associated with global investing.
Benefit

Features

Increase
Efficiency

J.P. Morgan is an innovative leader, using automation and technology

to achieve straight-through-processing and other benefits for our
clients.
We offer the flexibility of online notification and response to voluntary
actions and are a market leader in utilizing SWIFT 15022 corporate
action messages.

Highlights

J.P. Morgans services include trade and

corporate action instruction processing,
settlement and comprehensive portfolio
reporting, as well as access to the banks full
range of asset servicing solutions

Clients not only benefit from the extensive and

diverse knowledge base of our 10,000-strong
custody professionals, but also from the quality
of service that we provide

We give clients access to J.P. Morgans end-toend capabilities, including investment banking
and treasury services, as well as support for a
wide range of asset classes and investment
strategies

With offices in each region of the world and a

network of subcustodians covering more than
100markets, we help clients meet the
challenges of cross-border investing and
actively promote global standards for
efficiency and risk management

J.P. Morgan continues to lead the industry with

the only fully integrated custody and prime
brokerage solution. Among other benefits, our
integrated approach is designed to streamline
client onboarding, trade execution and
collateral management, reduce financing costs,
extend middle office functionality and
consolidate reporting and reconciliations

AutoFX provides a comprehensive foreign exchange solution

that automates trade initiation, settlement and confirmation.
The J.P. Morgan ACCESS Web portal offers clients a single system for
online portfolio analysis and reporting across all accounts and asset
classes (including securities lending), as well as transaction initiation
and an extensive, up-to-date market intelligence database.

Mitigate Risk

J.P. Morgan is a leader in promoting the use of automation and market

standards in processing trade instructions, a critical requirement as
global markets move toward shortened settlement cycles.
Provides contractual settlement on security purchases and sales
in more than 60 markets, allowing clients to manage exposure
to foreign exchange risk, improve the certainty of cash flow and reduce
the cost of overdrafts or missed opportunities.

Enhance
Returns

By helping to analyze trends, manage inquiries and

recommend services, our dedicated teams are focused on
helping clients enhance their performance.
We offer contractual income crediting in more than
40markets, covering 98% of the total value of dividend and interest
income paid.

To learn more, speak to your representative or

visit us at
jpmorgan.com/investorservices
2013 JPMorgan Chase & Co. and JPMorgan Chase Bank, N.A. All rights reserved.
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