The information in this site is intended for Investment Professionals 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 whether or not you are an Investment Professional 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.


Please enter a fund name:

Please enter a search term:

Advanced search

Literature type

  • Application forms
  • Brochures
  • Convertibles
  • Costs and charges illustration
  • Equities
  • Factsheets
  • Fixed income
  • Forms
  • Fund profiles (Sales aids)
  • Fund reports
  • Guides and Brochures
  • Important Information for Investors
  • Insights
  • Instruments of Incorporation
  • Investment trust
  • KIIDs
  • M&G Guides
  • Monthly Fund Reviews
  • Multi Asset
  • OEIC
  • Property
  • Prospectuses
  • Quarterly reviews
  • 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
  • Multi-asset
  • Property

Showing all 14 documents:

Type Document name Order Download
PDF M&G Additional Permitted Subscription ISA Allowance Valuation Form
PDF M&G Bank Mandate Instruction
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 Form
PDF M&G Junior ISA Direct Debit and Additional Contribution Form
PDF M&G Junior ISA Transfer Application Form
PDF M&G Junior ISA Transfer Application Form
PDF M&G OEIC Unit Trust - Application Form for Corporates
PDF M&G Savings Plan Application Form
PDF M&G Savings Plan Direct Debit and Additional Contribution Form
PDF M&G Switching Instruction

Need further information?

The value of the fund's assets will go down as well as up. This will cause the value of your investment to fall as well as rise and you may get back less than you originally 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.