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Key Documents and Resources

From due diligence resources to client support materials here you'll find a selection of useful documents and resources to help you and your clients navigate the M&G Wealth Platform. 

Adviser

Information to support your due diligence and platform understanding 

If you can't see what you're looking for you'll find our full list of documents and forms on the platform. 

1.

While logged into the platform navigate to the main dashboard and click the Reference Hub icon

Log in

2.

Select 'Documents and Forms'

3.

The Documents and Forms page is split into sections to help you easily find what you're looking for 

Client

Documents

Important documents for a client to see when making choices about their investments

Guides

Helpful client guides for explaining who we are and how to use the platform

Visit M&G plc

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.