Existing investments

How can I change the amount I invest with M&G?

You can amend the amount or regularity of your contributions by calling our Investment Helpline.

If you invest through The M&G Savings Plan, you can also amend your Direct Debit instruction by completing and returning The M&G Savings Plan Direct Debit/Additional Contribution form.

If you invest through The M&G ISA you can amend your Direct Debit instruction by completing and returning The M&G ISA Direct Debit/Additional Contribution form.

How can I sell all or part of my investment with M&G?

You can sell your investment by calling our Customer Relations team, or by sending us a completed M&G Withdrawal Form.

If the amount you are selling is greater than the annual ISA limit, we will be able to process the sale over the phone but will require written confirmation before we can release the funds. If the investment is a joint holding, all signatures will be required.

If the amount you are selling is less than the annual ISA limit, but is a joint holding, we will be able to process the sale over the phone but will require written confirmation signed by all holders before we can release the funds.

In some instances we may need to request additional documentation from you, in order to verify your identity – this commonly happens if you became a customer before identity checks became law. We will always try to confirm the identity of our customers using an electronic verification system which checks your name and address against several databases including the electoral roll. Sometimes it is not possible to verify customers using this method and we will ask you to provide documentation.

How can I top up my existing M&G investment?

You can top up an existing investment over the phone, by calling our Investment Helpline.

You can also top up your investment by completing and returning an additional contribution form, as relevant to the product you invest through:

M&G OEIC funds Additional Contribution Form

The M&G Savings Plan Direct Debit/Additional Contribution Form

The M&G ISA Direct Debit/Additional Contribution Form

The M&G Junior ISA Direct Debit/Additional Contribution Form

If you are making an additional contribution to your M&G ISA investment, and one full tax year has lapsed since your most recent M&G ISA subscription, you must use The M&G ISA Application Form, and cannot top up over the phone.

How do I transfer my investment to another M&G fund or product?

Transferring your investment between funds and products is called ‘switching’. You can find out more on our switch between M&G products and funds page.