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Audience

Forms & literature

Our online literature library gives you easy access to a huge range of M&G information, including brochures, product information, Key Investor Information Documents (KIIDs) and application forms.

Please ensure that your clients have read the relevant KIID for their investment, so that they can make an informed decision about whether to invest. You will also need to ensure that your clients have read the Important Information for Investors document in conjunction with the KIIDs. This contains details about how to invest, together with our terms and conditions and investors rights. You can also view the ongoing charges, read further information on portfolio transaction costs or see the objective history of our funds.

You can download these items or where available, order copies to be sent to you by post.

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Literature type

  • Application forms
  • Brochures
  • Convertibles
  • Equities
  • Factsheets
  • Fixed income
  • Forms
  • Fund overview
  • Fund questionnaires
  • Fund reports
  • General forms
  • Guides and Brochures
  • Instruments of Incorporation
  • KIIDs
  • Legal
  • Monthly Fund Reviews
  • Multi Asset
  • OEIC
  • Other
  • Property
  • Prospectuses
  • Quarterly reviews
  • Sales aids
  • Spin free guides
  • Switching and transfer forms
  • Terms of Business
  • The M&G ISA
  • The M&G Junior ISA
  • The M&G Savings Plan

Asset class

  • Convertibles
  • Equities
  • Fixed interest
  • Multi-asset
  • Property

Showing all 26 documents:

Type Document name Order Download
PDF Change of correspondent details form
PDF M&G Additional Permitted Subscription ISA Allowance Valuation Form
PDF M&G Additional Permitted Subscription ISA Application Form
PDF M&G Additional Permitted Subscription ISA Transfer Authority Form
PDF M&G Beneficial Owner form
PDF M&G Corporate Application Form
PDF M&G Declaration of eligibility for gross distributions (PAIF)
PDF M&G Entity Self-Certification
PDF M&G Entity Self-Certification (Guernsey)
PDF M&G Individual Self Certification Form
PDF M&G ISA Application Form
PDF M&G ISA Direct Debit and Additional Contribution Form
PDF M&G ISA Transfer Application Form
PDF M&G Junior ISA Application Form
PDF M&G Junior ISA Application to transfer your Child Trust Fund
PDF M&G Junior ISA Application to transfer your Child Trust Fund
PDF M&G Junior ISA Direct Debit and Additional Contribution Form
PDF M&G Junior ISA Switching Instruction
PDF M&G Junior ISA Transfer Application Form
PDF M&G OEIC Application Form
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The value of investments will fluctuate, which will cause fund prices to fall as well as rise and investors may not get back the original amount invested. 
This website is for Investment Professionals only. Not for onward distribution to any other type of client. No other persons should rely on the information contained on this website. Content should therefore be shared responsibly with other investment professionals.