Disclosure documents

This page provides access to key regulatory and governance disclosures that demonstrate our commitment to transparency, ethical conduct, and accountability.

The M&G Wealth Platform is provided by Investment Funds Direct Limited (IFDL). For that reason disclosure documents may refer to us as Investment Funds Direct Limited or IFDL.

Governance Advisory Arrangement (GAA) Report

The Governance Advisory Arrangement (GAA) Chair’s Annual Report for legacy workplace pensions is provided as a value assessment for legacy workplace pensions held on the platform.

GAA Report

MIFIDPRU 8 Disclosure

We're required to publish these disclosures in accordance with the provisions outlined in MIFIDPRU 8. This replaces previous disclosure requirements applicable under the Capital Requirements Regulations (CRR).

MIFIDPRU 8 Disclosure

Section 172 statement

The Section 172 statement sets out how our company directors have acted in a way to promote the success of the company for the benefits of it's members as a whole.

Section 172 statement

The M&G Wealth Platform is provided by Investment Funds Direct Limited, registered in England and Wales No. 1610781. Registered Office: 10 Fenchurch Avenue, London EC3M 5AG. Authorised and regulated by the Financial Conduct Authority: 114432.

Investment Funds Direct Limited is a subsidiary of M&G plc, incorporated and registered in England and Wales. Registered office: 10 Fenchurch Avenue, London EC3M 5AG. Registered number 11444019. M&G plc is a holding company, some of whose subsidiaries are authorised and regulated, as applicable, by the Prudential Regulation Authority and the Financial Conduct Authority.