Get M&g Switching Instruction Form - M&g Investments

This guide provides clear and detailed instructions on how to fill out the M&G Switching Instruction Form for M&G Investments online. Whether you are switching funds within the same product type or making adjustments to your investment portfolio, this guide will help you navigate the form smoothly.

Follow the steps to complete the M&G Switching Instruction Form.

1. Click ‘Get Form’ button to obtain the form and open it in your chosen digital editor.
2. Begin by completing the Adviser details section if applicable. If you did not receive advice for this investment, please tick the appropriate box and fill in the company name, adviser reference number, adviser name, and FCA number.
3. In the Personal details section, fill in the information for Investor 1, including their title, forename(s), surname, address, postcode, and contact details. If there are additional investors, repeat this process for them.
4. Proceed to the Switching details section. Specify the funds you wish to sell and those you wish to purchase, including the full fund names, products, and share classes. Indicate the value to be switched or write 'FULL' if you intend to switch your total holding.
5. Clearly identify the share types you require for your investments, marking either Income or Accumulation as appropriate. Ensure that you adhere to the minimum investment limits for the funds you are purchasing.
6. If you wish to receive income payments directly to your bank account, complete the Income instructions section by providing the bank’s details. Ensure that the account information is accurate and complete.
7. In the Declaration and authorisation section, verify that all required signatures are provided from all investors if there is more than one shareholder. Each investor should also date their signature.
8. Once all sections are completed, review the form carefully to ensure accuracy. Save your changes, and when prepared, it can be downloaded, printed, or shared as necessary.

Take the next step in managing your investments by completing the M&G Switching Instruction Form online today.