M&G Investments - UK Investor - Transact

If 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, always read and retain the Key Features (923 KB). Please note that you will require Adobe Acrobat to view this pdf. 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.

How to transfer to M&G

Choose which fund you would like to transfer into;
Complete the ISA transfer form;
Post the form to the freepost address provided;
You may want to check with your current provider to see if they will levy any charges; and
M&G will complete your transaction free of charge and write to you to confirm the details of your transfer.

I just want to

Next steps: Contact us; Read about our funds

Download literature: ISA transfer application (including Key Features); You will require Adobe Acrobat (opens new window) to view these pdfs. Please note that all links will open in a new window.

Issued by M&G Securities Limited and M&G Financial Services Limited which are subsidiaries of M&G Limited. M&G Limited is incorporated and registered in England. Registered Office: Laurence Pountney Hill, London, EC4R 0HH. Registered in England No. 1048359. Registered for VAT, number GB 235 3237 81. Both M&G Securities Limited and M&G Financial Services Limited are authorised and regulated by the Financial Services Authority and provide ISAs and other investments. M&G Securities Limited is registered on the FSA's register, No. 122057 (www.fsa.gov.uk/register - opens new window). Registered Office Laurence Pountney Hill, London, EC4R 0HH. Registered in England No. 90776. M&G Financial Services Limited is registered on the FSA's register, No. 122058 (www.fsa.gov.uk/register - opens new window). Registered Office Laurence Pountney Hill, London, EC4R 0HH. Registered in England No. 923891. Both companies are registered for VAT, number 235323781.