How to invest within The M&G OEIC
Before investing always remember to read and retain the Key Features first (1 MB). You will require Adobe Acrobat to view this document. These Key Features cover everything you need to know about The M&G OEIC fund range including fund details, charges, pricing and our transaction processes.
You may also wish to seek financial advice regarding the suitability of your investment.
Once you’ve decided upon your M&G OEIC fund/s you can:
- Make a lump sum payment initially from as little as £500 (or £100 top up) via a Switch/Maestro or Delta debit card. Please note that for security reasons if you choose to pay by debit card you may invest a maximum of £7,200 per card transaction. Alternatively, you can always choose to pay by cheque and send it to us within 4 working days.
- Set up regular monthly payments by Direct Debit from as little as £10. Make your first payment online then simply print and complete the Direct Debit form and return it using the freepost address provided.
- Move or ‘switch’ between M&G OEIC funds or from an M&G OEIC fund to an M&G ISA fund if your current investment no longer meets your needs. Please note that we recommend that you confirm any charges applicable to your switch and which day's price you will receive by calling our Website Helpline or reading the relevant product key features prior to making this transaction.
When transacting online you will need your:
- National Insurance Number (if you’re switching into an M&G ISA);
- Switch/Maestro or Delta debit card; and
- Bank account and sort code (if you would like any income from your investment paid out to you).
Alternatively, you can always download our full range of OEIC literature and send the completed forms to us at the freepost address provided.
