Managing your account

The easiest way to change your address is to log in or register for our online My Account service. You can also call our Customer Relations team on 0800 390 390 or complete a Change of personal details form and return it to us.

We are also able to accept a letter, provided it includes:

Your name
Your client reference
Your new address
Your signature

If you have changed your name or address in the 30 days prior to sending this request, please call our Customer Relations team on 0800 390 390 to confirm whether there will be any further requirements.

The easiest way to change your bank details is to log in or register for our online My Account service.

If you have an existing Direct Debit, you can also update your bank details by sending us a completed Direct Debit/Additional Contribution form. We must receive the new bank details at least ten working days prior to the Direct Debit collection date for it to take effect at the next collection.

If you wish to change the bank account that your distribution payments are transferred to, you can also send us a completed Request for income payments by direct credit form

To reflect your change of name in our records, we need to receive a completed Change of personal details form accompanied by the appropriate legal document(s), according to the reason for your name change. The form will show you the commonly accepted documents, or you can contact our Customer Relations team on 0800 390 390 to confirm what other documentation may be acceptable. Original documents will be returned by Recorded Delivery. 

We will need the original Power of Attorney document or an appropriately certified copy. If the document has been registered with the Court of Protection, it must be stamped by either the Office of the Public Guardian or the Court of Protection. You can find more information in our M&G Guide to Power of Attorney.

Alternatively for a Lasting Power of Attorney registered on or after 1 September 2019 you can provide us in writing or by phone with an access code to view the document online. Further details on how to utilise this service can be found on the government website.

For information on our requirements around certified copies, including who can certify them or to provide an access code, please call our Customer Relations team on 0800 390 390. Original documents will be returned by Recorded Delivery.

If you are registered with My Account you can upload certain important documents electronically. Once logged in, go to the Help Centre via the left-hand menu, then click on the orange ‘Help/Upload ‘ button on the bottom left of the screen. The Help Centre article ‘Can I send documents electronically when I am logged into My Account?’ will provide you with the steps to follow and the access code you should use.

Alternatively, you can send your documents to us at M&G Customer Relations, PO Box 9039, Chelmsford CM99 2XG. 

You can find up-to-date Annual and Interim Long Fund Reports for our umbrella/single company OEICs in our Fund Centre, along with the latest fund prices, performance and commentary. You can also request a copy of the Long Fund Reports to be emailed to you by contacting our Customer Relations team on 0800 390 390.

You can register for My Account and access online valuations on your M&G investments anytime. 

Here, you can elect to receive our monthly e-newsletters covering a wide range of investment topics including sustainability and impact ideas, new M&G funds, educational articles and service information to support you on your investment journey. You can unsubscribe at any time.

You can get in contact with us in different ways, please find all our contact details on our contact us page.

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