M&G Summary Disclosure Document for Gifts and Hospitality

M&G may provide or receive hospitality or small business gifts from, intermediaries who sell our products, operators of funds, in which we invest clients’ money, or other counterparties, with whom we deal on your behalf. The hospitality is typically a meal, or attendance at a social engagement, where the opportunity exists for participants to discuss business issues such as market developments or M&G Group products.

M&G may also provide assistance – such as providing a speaker, or paying towards materials used at a business training event or a conference organised by or for such firms. Such gifts and hospitality are in no way predicated on past current or future business activity.

M&G’s procedures place controls on such arrangements to ensure that there is no customer disadvantage. Our normal limits per individual events/items are £200 for hospitality and £100 for gifts per individual concerned. Further details can be obtained on request via info@mandg.co.uk