Key Platform Resources

Whatever you want to know about the M&G Wealth Platform, this is the place you’ll find it.

Here’s all the information you need, wherever you are in your journey of working with us.

Have we missed anything? Let us know.

Please be aware that some of the documents refer to the Ascentric platform and still use the Ascentric brand. They’ll remain like this until the platform is rebranded to M&G Wealth in 2022

Find out more about the Platform

Simple pricing

Find out what an 'all-in' pricing structure means for your clients.

AKG rating

IFDL has a B+ AKG rating. Download the financial strength assessment.

Platform key benefits

For facts and information about what the M&G Wealth Platform can offer you, download the key benefits document.

Due Diligence

All the key information you need to support your due diligence process.

Integrations

We integrate with a wide range of popular back office systems to help reduce your admin time.

DFMs

You can choose from a range of Discretionary Fund Managers.

Third party products

We give you access to a large number of third party products.

Getting started

Get your firm set up

Just drop an email to our Platform Adoption team – they’re here to help you get up and running on the platform. Find out more about the team.

Access forms on the platform

Once you’ve logged in to the platform, click ‘Reference hub’, then ‘Documents and Forms’. It’ll bring up a list and you can choose the document or form you need.

Polices and processes

Terms of Business

Sets out the Terms for adviser firms using the platform.

Order execution policy

Details our approach to Best Execution in making sure we get the best possible results for clients. (M&G Wealth Platform is provided by Investment Funds Direct Limited.)

Adviser Privacy Policy

Privacy policy for employees of a firm who access the platform. It outlines your rights in relation to the personal data we hold about you.

Identity of Execution Venues

We’re required to publish the top five Execution Venues for each class of instrument that we deal in.

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 its members as a whole.

Pillar 3 ICAAP Disclosure

The Pillar 3 document sets out disclosures on capital and risk management for Investment Funds Direct Limited in line with regulatory requirements. (M&G Wealth Platform is provided by Investment Funds Direct Limited.)

M&G Modern Slavery Statement

Accessibility Statement

M&G Wealth is committed to ensuring digital accessibility for people with disabilities. Find out more.

Sustainability: Our position

As part of M&G we believe a healthy environment, prosperous society, and strong communities are in the long-term interest of both our customers and stakeholders.

Read our full sustainability position

Governance Advisory Arrangement (GAA) Chair’s Annual Report for legacy workplace pensions

This report is provided as a value assessment for legacy workplace pension plans held on the platform. The report, Terms of Reference, and contact details can be found here.

Support for your clients

Client brochure

What services do we provide and what are the benefits of choosing M&G Wealth? Download the client brochure.

Terms

The client Terms set out important information about the legally binding relationship between a client and M&G Wealth.

Charging guide

A guide to the platform charging structure.

Client Privacy Policy

Privacy policy for clients who access the platform, outlining their rights in relation to the personal data we hold about them.

Platform guide

Essential information for a client considering investing through the M&G Wealth Platform.

Factsheet for M&G Wealth JISA

Essential information for a client considering our Stocks and Shares Junior ISA.

Factsheet for M&G Wealth ISA

Essential information for a client considering investing in our ISA.

Key features document – SIPP

Essential information for a client considering our SIPP.  

Target Market Statements

Platform target market statements

The M&G Wealth Platform target market statement indicate which customers might benefit from using the M&G Wealth Platform based on their needs, characteristics and objectives.

GIA

The General Investment Account (GIA) target market statement indicates which customers might benefit from the M&G Wealth GIA.

ISA

The Individual Savings Account (ISA) target market statement indicates which customers might benefit from the M&G Wealth ISA.

JISA

The Junior Individual Savings Account (JISA) target market statement indicates which customers might benefit from the M&G Wealth JISA.

SIPP

The Pension Account (SIPP) target market statement indicates which customers might benefit from the M&G Wealth Pension Account.