Transferring your ISA to M&GIf you have an investment with another provider it is simple to transfer all or part of your money to M&G. Maybe you feel your money is not working as hard as you would like or perhaps you prefer our range of funds?
Before transferring into M&G, please ensure you read the most up-to-date Key Investor Information Documents for each fund you wish to invest in, alongside the Important Information for Investors document. Please note that you will require Adobe Acrobat to view these documents. You may also wish to seek financial advice regarding the suitability of your investment. Moving your ISA to M&G won’t affect its tax status nor will it impact your ISA allowance. For the short period of time that your Stocks and Shares ISA is in the process of being transferred, you may lose out on some income and/or growth if the market rises. Depending on the fund you choose, there may be an initial charge and there may be an annual management charge. Find out more about our share classes here.
Please note that you will require Adobe Acrobat to view the pdfs contained within this page.