Key Platform Resources

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

Download the financial strength assessment report

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

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

You can access a range of financial-planning tools, developed by the technical experts at M&G Wealth, via the M&G Wealth Platform. 

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

You can choose from a range of Discretionary Fund Managers.

Produced by Defaqto, an independent ratings service. See how our 5 Star platform is a good fit for you and your clients.

Once you've logged into 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.

Set out the Terms for adviser firms using the platform

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.

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.

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. 

IFDL is required to publish disclosures in accordance with the provisions outlined in MIFIDPRU 8 which replaces previous disclosure requirements applicable under the Capital Requirements Regulations (CRR).

You can access M&G's Modern Slavery Statement.

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

This report is provided as a value assessment for legacy workplace pensions held on the platform. The report and other key pieces of information, including a costs and charges comparison, can be found here.

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

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

A guide to the platform charging structure.

Members of the UK Platform Group have developed a factsheet to help consumers compare platform charges – the factsheet outlines the types of charges imposed by platforms and the different labels that are used across the industry to describe such charges.

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

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

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

Essential information for a client considering investing in our ISA.

Essential information for a client considering our SIPP.  

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.

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

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

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

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