The information in this site is intended for financial advisers only. 

The information contained in these pages must not be used or relied upon by private investors. We recommend that you read our 'Terms & Conditions' before browsing the site.

Please click the appropriate button to the right to confirm that you are a financial adviser and wish to continue.


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 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
  • Costs and charges illustration
  • Equities
  • Fixed income
  • Forms
  • Fund overview
  • Fund reports
  • General forms
  • Guides and Brochures
  • Important Information for Investors
  • Instruments of Incorporation
  • Investment trust
  • KIIDs
  • M&G Guides
  • Monthly Fund Reviews
  • Multi Asset
  • OEIC
  • Other
  • Property
  • Prospectuses
  • Quarterly reviews
  • Sales aids
  • 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 income
  • Fixed interest
  • Multi-asset
  • Property

Showing all 12 documents:

Type Document name Order Download
PDF M&G Additional Permitted Subscription ISA Application Form
PDF M&G Bank Mandate Instruction
PDF M&G Declaration and Authorisation for Initial Investment into the M&G Property Portfolio
PDF M&G Important Information for Investors
PDF M&G ISA Application 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 Transfer Application Form
PDF M&G OEIC Application Form
PDF M&G Savings Plan Application Form
PDF M&G Withdrawal Form

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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.