If your clients have investments with other providers, 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. For further information, call our Financial Adviser Helpline on 0800 328 3191*.
Please remember, your client must read the most up-to-date Key Investor Information Document (KIID) and Cost and charges illustration for each fund they wish to invest in, alongside the Important Information for Investors document.
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.
The tax rules for ISAs and Junior ISAs may change in the future, and their tax advantages depend on your individual circumstances.
*All calls are free within the UK. For security purposes and to improve the quality of our service, we may record and monitor telephone calls. Existing customers will require their M&G client reference. Failure to provide this will affect your ability to transact with us.