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Switching and transferring products

M&G offers you the flexibility to switch or transfer your M&G products and funds so that you can keep your investments in line with your financial needs.

 

Share Exchange Scheme

If your client holds a few different individual shares and wants to turn them into an investment in an M&G fund, we have a Share Exchange Scheme to make the process simple and straightforward.

Share Exchange Scheme
Share Exchange Scheme

Switch between M&G products and funds

If a client’s circumstances change, there is a good chance their investment needs will change too. This is why we offer the flexibility to switch between M&G funds and products.

Switch between M&G products and funds
Switch between M&G products and funds

Transfer an ISA to M&G

If your client has an ISA with another provider, it is simple to transfer all or part of their money to M&G. You may feel our range of funds is more suitable to their needs, or they may prefer the convenience of having all their investments consolidated in one place.

Transfer an ISA to M&G
Transfer an ISA to M&G

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Cyveillance Protected

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.