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 is provided as a value assessment for legacy workplace pensions held on the platform.
MIFIDPRU 8 Disclosure
IFDL publishes disclosures under MIFIDPRU 8, the current regulatory framework for investment firms. This replaces the previous requirements set out under the Capital Requirements Regulation (CRR).
Conflicts of Interest Disclosure Statement
This document explains how we identify and manage situations where competing interests could affect the service you receive, and the steps we take to make sure you are treated fairly. It also outlines what happens if a conflict can’t be fully managed, including when we’ll tell you about it or choose not to proceed.
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.