Application Forms

Application Forms

Please ensure you have read an up-to-date version of the Key Investor Information Document (KIID) for each fund you wish to invest in, alongside the Important Information for Investors document. Proceed to the form if you have already read an up-to-date version of the KIID.

These documents can now be found within the "Our Funds" section of the website. Simply select your required fund, and then click on 'Documents'.

M&G Additional Permitted Subscription ISA Allowance Valuation Form

M&G Additional Permitted Subscription ISA Application Form

M&G Important Information for Investors

M&G ISA Application Form

M&G ISA Direct Debit and Additional Contribution Form

M&G ISA Transfer Application Form

M&G Junior ISA Application Form

M&G Junior ISA Application to transfer your Child Trust Fund

M&G Junior ISA Direct Debit and Additional Contribution Form

M&G Junior ISA Transfer Application Form

M&G OEIC Additional Contribution Form

M&G OEIC Application Form

M&G Savings Plan Application Form

M&G Savings Plan Direct Debit and Additional Contribution Form

M&G Small Estates Statutory Declaration and Indemnity Form

M&G Junior ISA Switching Instruction

Switching instruction

Switching instruction

M&G Child Trust Fund to Junior ISA Transfer Form

M&G Child Trust Fund to Junior ISA Transfer Form