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Move to myM&G
You can move your M&G OEIC investments over to myM&G
For more information on the financial terms used in this page, please consult the glossary.
MyM&G is the easiest way for you to invest directly with us, and moving your existing investments over is quick, simple and free. Here’s why it could be right for you.
Benefits of myM&G
- 24/7 online access to all your M&G investments
- Make new investments or set up regular contributions from just £1
- Clear and simple charges
- Go paperless – we'll send you all relevant documents online, where you can store them securely
- Online chat, secure message and email facilities to speak with our Investor Services team
For more information read our guide to online investing, keeping safe online, and moving your investments to myM&G.
The information you need
- Your M&G client reference (if you have several, it doesn’t matter which one you use). You can find this on your semi-annual investment statement.
- A UK bank account.
- An email address - this can’t be an email address that you share with anyone else registered on myM&G.
Things you should consider
- Email and secure online messaging will be the main ways we'll get in touch with you (as opposed to by post or phone).
- Investment and transactional processes are online, not by phone or post.
- All payments (withdrawals and income) are paid directly to your nominated bank account only. We verify this electronically and may request extra details if needed.
- Any income payments will be paid to investors by the fifth business day of the month. Please note this is up to five days later than you currently receive them.
- Your move to myM&G will take around seven to twelve working days. You can track progress on your myM&G dashboard and we'll email you as soon as it's complete.
- MyM&G is for those direct (non-advised) customers who are comfortable managing their investments online. If you're not comfortable managing your investments online, myM&G may not be the right option for you.
View the full myM&G Terms and Conditions >
Move a joint account to myM&G
If you hold a joint account with M&G then both holders must move for all the funds to be moved to myM&G. This is because both holders must agree that either holder can independently top up, switch or sell online once it has moved to myM&G. Any joint accounts that you hold with other people will also move over as soon as the second holder asks to move one or more of their investments to myM&G.
If you've got multiple investments with M&G, deciding to move one of these to myM&G will automatically trigger all your other M&G investments to move over too.
Accounts that have more than two holders cannot be moved to myM&G.
The value of investments will fluctuate, which will cause prices to fall as well as rise and you may not get back the original amount you invested. We are unable to give financial advice. If you are unsure about the suitability of your investment, speak to your financial adviser. The views expressed here should not be taken as a recommendation, advice or forecast.
