You can top up an existing investment over the phone, by calling our Investment Helpline on 0800 389 8600.
You can also top up your investment by completing and returning the appropriate form:
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.
You can amend the amount or regularity of your contributions by calling our Investment Helpline on 0800 389 8600.
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.
Latest performance figures can be found by visiting our Fund Centre, selecting the fund and viewing the performance section.
The easiest way to access an up-to-date valuation on your investment is to log in or register for our online My Account service. With My Account, you can view your account valuation and transaction history anytime, day or night, as well as switch or withdraw money from your M&G investments.
You can also call our Customer Relations team on 0800 390 390 for an up-to-date valuation of your investment, or contact us by post, our address is:
M&G Customer Relations
PO Box 9039
Chelmsford
CM99 2XG
The latest prices for M&G funds can be found in our Fund Centre.
We send statements twice a year. Your statement will be mailed within 25 business days of the ‘valuation date’ – 5 April and 5 October.
Your statement will detail all transactions since the previous statement, together with the value of your investment on 5 April or 5 October. If these dates fall over a weekend, then the valuation date will be the Friday before that weekend. For OEIC and Savings Plan investments, a consolidated tax voucher will be sent with the 5 April statement.
We aim to dispatch statements as soon as possible after the valuation date. However, due to the sheer size of the mailing unfortunately not all statements can be delivered at the same time. While your statement will be mailed no later than 25 business days after the valuation date, you may also receive it much sooner than that.
For the 2023/2024 tax year the ISA allowance is £20,000. You can choose to invest all or part of this allowance. You can choose to invest as little or as much of this allowance in cash, stocks and shares, an Innovative Finance ISA, a Lifetime ISA* or a combination, depending on your individual investment objectives. For more information on tax-efficient investing please see our M&G ISA page.
Please note that The M&G ISA is a stocks and shares ISA and due to our focus on long-term investing The M&G ISA is not a Flexible ISA.
* Since April 2017, 18-40 year-olds have been able to open a Lifetime ISA and pay in up to £4,000 each tax year. They will be able to continue making contributions up to the age of 50. The government will add a 25% bonus to all contributions to a Lifetime ISA within the limits. However, it is important to note that the Lifetime ISA will count towards your annual ISA allowance.
For the 2023/2024 tax year the investment limit for a Junior ISA is £9,000. One cash and one stocks and shares Junior ISA can be held at a time. For more information on tax-efficient investing please see our M&G Junior ISA page.
You can sell your investment by using our online My Account service, calling our Customer Relations team on 0800 390 390, or by sending us a completed M&G Withdrawal form. You can find out more on our Withdrawing your M&G funds and products page.
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.
Transferring your investment between funds and products is called ‘switching’. You can find out more on our Switching between M&G funds and products page.
Find out how to transfer ownership of an M&G investment, in whole or in part, into another person(s) name in our Guide to completing Stock Transfer Form. You will need to complete a M&G Stock Transfer Form.