South Africa
Namibia
Forms And Downloads
Select the appropriate application form by clicking on the desired fund category. Then choose either Individual (for personal investors) or Legal Entity (for businesses, trusts and NGO's). Finally, select either New Investor or Current Investor forms.
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COMPLETE AN ONLINE APPLICATIONNew IFA
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Popular Download
Financial Services Provider (FSP) and Financial Adviser Application form If you are applying on behalf of an FSP to make use of M&G Investments' products on behalf of investors - Financial Services Provider (FSP) Representative form If you are a new Adviser linked to an existing or new FSP and you are applying to make use of M&G Investments' products on behalf of investors
- FSP Online Registration form If you as an IFA or assistant require online access to your M&G Investments account
Current IFA
New Investor
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Popular Download
Individual - Unit Trust Application Form If you are a new Unit Trust Investor investing in your personal capacity - Controlling Person's Annexure If you are authorised to act on behalf of the Investor, please complete this form in addition to the Application Form
- Individual - Investor Address Declaration Form If you cannot produce a copy of a utility bill reflecting your name and residential address, please complete this form
- Individual - Investor Online Registration Form If you are an existing Investor who would like to acquire online access to your M&G Investments account
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Legal Entity - Unit Trust Application Form If you would like to invest in our Unit Trusts on behalf of an Entity (Trust or Company etc.) - Legal Entity - Unit Trust Annexure A If you authorised to act on behalf of the Entity, please complete this form
- Legal Entity - Investor Address Declaration Form If you are an individual linked to an Entity and cannot produce a copy of a utility bill reflecting your name and residential address, please complete this form
- Legal Entity - Investor Online Registration Form If you would like to apply for online access on behalf of an Entity
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Legal Entity - Risk Based Approach RBA Survey If you would like to apply for online access on behalf of an Entity -
Popular Download
M&G FICA Annexure If you are a new Unit Trust Investor investing in your personal capacity
Current Investor
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Individual - Switch form If you are an existing Unit Trust Investor who would like to switch from one Unit Trust product to another -
Popular Download
Individual - Additional Investment Form If you are an existing Unit Trust Investor who would like to add funds to your Unit Trust investment/s - Individual - Withdrawal Instruction Form If you are an existing Unit Trust Investor and would like to withdraw funds from your Unit Trust investment/s
- Individual - Recurring Instruction Form If you are an existing Unit Trust Investor and would like to change or cancel an existing recurring instruction (debit order or regular withdrawal), or create a new recurring instruction
- Individual - Change In Investor Details Form If you would like to make changes to your current investor details
- Individual - Transfer of Ownership Form If you would like to transfer all or part of your Unit Trust investment to an existing Unit Trust Investor
- Individual - Change In Financial Adviser Form If you would like to change, remove or add a Financial Adviser or financial adviser fees
- Individual - Phase-in Form If you would like to phase-in a lump sum investment over a certain period
- Individual - Foreign Account Tax Self-certification Form If you are an existing Unit Trust Investor, you need to complete this form and declare your country of tax residency
- Individual - Risk-based approach (RBA) Survey If you are an existing Unit Trust investor and have been requested to update your risk-based assessment
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Popular Download
Legal Entity - Switch Form If the Entity is an existing Unit Trust investor and you would like to switch from one Unit Trust product to another -
Popular Download
Legal Entity - Additional Investment form If the Entity is an existing Unit Trust Investor and you would like to add funds to the Unit Trust investment/s - Legal Entity - Withdrawal Instruction Form If the Entity is an existing Unit Trust Investor and you would like to withdraw funds from the Unit Trust investment/s
- Legal Entity - Recurring Instruction Form If the Entity is an existing Unit Trust Investor and you would like to change or cancel an existing recurring instruction (debit order or regular withdrawal), or create a new recurring instruction
- Legal Entity - Change In Investor Details Form If you would like to make changes to the Entity's current investor details
- Legal Entity - Change In Financial Adviser Form If you would like to change, remove or add a Financial Adviser or financial adviser fees on behalf of the Entity
- Legal Entity - Transfer of Ownership Form If you would like to transfer all or part of the Entity's Unit Trust investment to an existing Unit Trust Investor
- Legal Entity - Foreign Account Tax Self-certification Form If the Entity is an existing Unit Trust Investor, you need to complete this form and declare the Entity's incorporated country of tax residency
- Legal Entity - Phase-in Form If you would like to phase-in a lump sum investment over a certain period
New Investor
Current Investor
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Popular Download
Tax-Free Switch Form If you are an existing Unit Trust (Tax-free) investor who would like to switch from one Tax-free product to another Tax-free product - Tax-Free Additional Investment Form If you are an existing Unit Trust (Tax-free) investor who would like to add funds to your Tax-free investment/s
- Tax-Free Withdrawal Instruction Form If you are an exiting Unit Trust (Tax-free) investor and would like to withdraw funds from your Tax-free investment/s
- Tax-Free Debit Order Instruction Form If you are an existing Unit Trust (Tax-free) investor and would like to change or cancel an existing Debit order, alternatively create a new Debit order instruction
- Risk-based approach (RBA) Survey If you are an existing Unit Trust (Tax-Free) investor and have been requested to update your risk-based assessment
New Investor
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Popular Download
Individual - Unit Trust Application Form If you are a new Unit Trust Investor investing in your personal capacity - Individual - Unit Trust Annexure A If you are authorised to act on behalf of the Investor, please complete this form in addition to the Application Form
- Individual - Investor Address Declaration Form If you cannot produce a copy of a utility bill reflecting your name and residential address, please complete this form
- Individual - Investor Online Registration Form If you are an existing Investor who would like to acquire online access to your M&G Investments account
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Popular Download
Legal Entity - Unit Trust Application Form If you would like to invest in our Unit Trusts on behalf of an Entity (Trust or Company etc.) - Legal Entity - Unit Trust Annexure A If you authorised to act on behalf of the Entity, please complete this form
- Legal Entity - Investor Address Declaration Form If you are an individual linked to an Entity and cannot produce a copy of a utility bill reflecting your name and residential address, please complete this form
- Legal Entity - Investor Online Registration Form If you would like to apply for online access on behalf of an Entity
Current Investor
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Popular Download
Individual - Switch form If you are an existing Unit Trust Investor who would like to switch from one Unit Trust product to another -
Popular Download
Individual - Additional Investment Form If you are an existing Unit Trust Investor who would like to add funds to your Unit Trust investment/s - Individual - Withdrawal Instruction Form If you are an existing Unit Trust Investor and would like to withdraw funds from your Unit Trust investment/s
- Individual - Recurring Instruction Form If you are an existing Unit Trust Investor and would like to change or cancel an existing recurring instruction (debit order or regular withdrawal), or create a new recurring instruction
- Individual - Change In Investor Details Form If you would like to make changes to your current investor details
- Individual - Transfer of Ownership Form If you would like to transfer all or part of your Unit Trust investment to an existing Unit Trust Investor
- Individual - Change In Financial Adviser Form If you would like to change, remove or add a Financial Adviser or financial adviser fees
- Individual - Phase-in Form If you would like to phase-in a lump sum investment over a certain period
- Individual - Foreign Account Tax Self-certification Form If you are an existing Unit Trust Investor, you need to complete this form and declare your country of tax residency
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Popular Download
Legal Entity - Switch Form If the Entity is an existing Unit Trust investor and you would like to switch from one Unit Trust product to another -
Popular Download
Legal Entity - Additional Investment form If the Entity is an existing Unit Trust Investor and you would like to add funds to the Unit Trust investment/s - Legal Entity - Withdrawal Instruction Form If the Entity is an existing Unit Trust Investor and you would like to withdraw funds from the Unit Trust investment/s
- Legal Entity - Recurring Instruction Form If the Entity is an existing Unit Trust Investor and you would like to change or cancel an existing recurring instruction (debit order or regular withdrawal), or create a new recurring instruction
- Legal Entity - Change In Investor Details Form If you would like to make changes to the Entity's current investor details
- Legal Entity - Change In Financial Adviser Form If you would like to change, remove or add a Financial Adviser or financial adviser fees on behalf of the Entity
- Legal Entity - Transfer of Ownership Form If you would like to transfer all or part of the Entity's Unit Trust investment to an existing Unit Trust Investor
- Legal Entity - Foreign Account Tax Self-certification Form If the Entity is an existing Unit Trust Investor, you need to complete this form and declare the Entity's incorporated country of tax residency
- Legal Entity - Phase-in Form If you would like to phase-in a lump sum investment over a certain period
New Investor
Current Investor
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Popular Download
M&G Living Annuity Switch Form If you are an existing Living Annuity investor who would like to switch from one Living Annuity product to another - M&G Living Annuity Revised Income Request Form Request revised income for your Living Annuity investment
- M&G Living Annuity Revised Income Request Form (Self-managed) Request revised income for your M&G Living Annuity investment where you have built your own portfolio from underlying M&G Investments unit trusts
- M&G Living Annuity Change In Investor Details Form If you would like to make changes to your current investor details
- M&G Living Annuity Beneficiary Form If you would like to change or add a beneficiary to your Living Annuity investment
New Investor
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Popular Download
Individual - Unit Trust Application Form (Rand Denominated) If you are a new Unit Trust Investor wanting to invest in our Rand denominated international funds - Individual - Unit Trust Annexure A (Rand Denominated) If you are authorised to act on behalf of the Investor, please complete this form in addition to the Application Form
- Individual - Investor Address Declaration Form (Rand Denominated) If you cannot produce a copy of a utility bill reflecting your name and residential address, please complete this form
- Individual - Investor Online Registration Form (Rand Denominated) If you are an existing Investor who would like to acquire online access to your M&G Investments account
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Popular Download
Legal Entity - Unit Trust Application Form (Rand Denominated) If you would like to invest in our Unit Trusts on behalf of an Entity (Trust or Company etc.) - Legal Entity - Unit Trust Annexure A (Rand Denominated) If you authorised to act on behalf of the Entity, please complete this form
- Legal Entity - Investor Address Declaration Form (Rand Denominated) If you are an individual linked to an Entity and cannot produce a copy of a utility bill reflecting your name and residential address, please complete this form
- Legal Entity - Investor Online Registration Form (Rand Denominated) If you would like to apply for online access on behalf of an Entity
Current Investor
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Popular Download
Individual - Switch Form (Rand Denominated) If you are an existing Unit Trust Investor who would like to switch from one Unit Trust product to another -
Popular Download
Individual - Additional Investment Form (Rand Denominated) If you are an existing Unit Trust Investor who would like to add funds to your Unit Trust investment/s - Individual - Withdrawal Instruction Form (Rand Denominated) If you are an existing Unit Trust Investor and would like to withdraw funds from your Unit Trust investment/s
- Individual - Recurring Instruction Form (Rand Denominated) If you are an existing Unit Trust Investor and would like to change or cancel an existing recurring instruction (debit order or regular withdrawal), or create a new recurring instruction
- Individual - Change In Investor Details Form (Rand Denominated) If you would like to make changes to your current investor details
- Individual - Transfer of Ownership Form (Rand Denominated) If you would like to transfer all or part of your Unit Trust investment to an existing Unit Trust Investor
- Individual - Change In Financial Adviser Form (Rand Denominated) If you would like to change, remove or add a Financial Adviser or financial adviser fees
- Individual - Phase-in Form (Rand Denominated) If you would like to phase-in a lump sum investment over a certain period
- Individual - Foreign Account Tax Self-certification Form (Rand Denominated) If you are an existing Unit Trust Investor, you need to complete this form and declare your country of tax residency
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Popular Download
Legal Entity - Switch Form (Rand Denominated) If the Entity is an existing Unit Trust investor and you would like to switch from one Unit Trust product to another -
Popular Download
Legal Entity - Additional Investment Form (Rand Denominated) If the Entity is an existing Unit Trust Investor and you would like to add funds to the Unit Trust investment/s - Legal Entity - Withdrawal Instruction Form (Rand Denominated) If the Entity is an existing Unit Trust Investor and you would like to withdraw funds from the Unit Trust investment/s
- Legal Entity - Recurring Instruction Form (Rand Denominated) If the Entity is an existing Unit Trust Investor and you would like to change or cancel an existing recurring instruction (debit order or regular withdrawal), or create a new recurring instruction
- Legal Entity - Change In Investor Details Form (Rand Denominated) If you would like to make changes to the Entity's current investor details
- Legal Entity - Change In Financial Adviser Form (Rand Denominated) If you would like to change, remove or add a Financial Adviser or financial adviser fees on behalf of the Entity
- Legal Entity - Transfer of Ownership Form (Rand Denominated) If you would like to transfer all or part of the Entity's Unit Trust investment to an existing Unit Trust Investor
- Legal Entity - Foreign Account Tax Self-certification Form (Rand Denominated) If the Entity is an existing Unit Trust Investor, you need to complete this form and declare the Entity's incorporated country of tax residency
- Legal Entity - Phase-in Form (Rand Denominated) If you would like to phase-in a lump sum investment over a certain period
South African retail investors currently only have the option of investing in the US Dollar denominated funds via the offshore investment platforms listed below.
LISP Fund available
- Cidel
- M&G Global Inflation Plus Fund
- Credo
- M&G Global Bond and M&G Global Inflation Plus Funds
- Allan Gray
- M&G Global Inflation Plus and Global Balanced Funds
- Discovery Invest International
- M&G Global Bond, Global Inflation Plus and Global Listed Infrastructure Funds
- Glacier
- M&G Global Bond, Global Inflation Plus, Global Balanced Global Equity and Global Listed Infrastructure Funds
- Momentum Wealth International
- M&G Global Bond, Global Inflation Plus, Global Balanced Global Equity Funds and Global Listed Infrastructure Funds
- Ninety One Global
- M&G Global Bond, Global Inflation Plus, Global Balanced, Global Equity and Global Listed Infrastructure Funds
- Old Mutual International
- M&G Global Bond, Global Inflation Plus, Global Balanced, Global Equity and Global Property Funds
- Stanlib (INN8)
- M&G Global Bond, Global Inflation Plus, Global Balanced and Global Equity Funds
New Investor
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Popular Download
Individual - Namibia Unit Trust Application Form If you are a new Namibian Unit Trust Investor investing in your personal capacity - Individual - Namibia Unit Trust Annexure A If you are authorised to act on behalf of the Investor, please complete this form in addition to the Application form
- Individual - Namibia Unit Trusts Investor Address Declaration Form If you cannot produce a copy of a utility bill reflecting your name and residential address, please complete this form
- Individual - Namibia Online Registration Form If you are an existing Investor who would like to acquire online access to your M&G Investments account
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Popular Download
Legal Entity - Namibia Unit Trust Application Form If you would like to invest in our Namibian Unit Trust products on behalf of an Entity (Trust or Company etc.) - Legal Entity - Namibia Unit Trust Controlling Persons Annexure If you are authorised to act on behalf of the Entity, please complete this form
- Legal Entity - Namibia Unit Trusts Investor Address Declaration Form If you cannot produce a copy of a utility bill reflecting your name and residential address, please complete this form
- Legal Entity - Namibia Online Registration Form If you would like to apply for online access on behalf of the Entity
Current Investor
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Popular Download
Individual - Namibia Switch Form If you are an existing Namibian Unit Trust investor who would like to switch from one Namibian product to another Namibian product - Individual - Namibia Additional Investment Form If you are an existing Namibian Unit Trust investor who would like to add funds to your Namiban Unit Trust investment/s
- Individual - Namibia Withdrawal Instruction Form If you are an exiting Namibian Unit Trust investor and would like to withdraw funds from your Namibian Unit Trust investment/s
- Individual - Namibia Recurring Instruction Form If you are an existing Namibian Unit Trust investor and would like to change or cancel an existing Debit order, alternatively create a new Debit order instruction
- Individual - Namibia Change In Investor Details Form If you would like to make changes to your current investor details
- Individual - Namibia Transfer of Ownership Form If you would like to transfer all or part of your Namibian Unit Trust investment to an existing Namibian Unit Trust investor
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Popular Download
Legal Entity - Namibia Switch Form If the Entity is an existing investor and you would like to switch from one Namibian Unit Trust product to another -
Popular Download
Legal Entity - Namibia Additional Investment Form If the Entity is an existing investor and you would like to add funds to the Namibian Unit Trust investment/s - Legal Entity - Namibia Withdrawal Instruction Form If the Entity is an existing investor and you would like to withdraw funds from the Namibian Unit Trust investment/s
- Legal Entity - Namibia Recurring Instruction Form If the Entity is an existing Namibian investor and would like to change or cancel an existing Debit order, alternatively create a new Debit order instruction
- Legal Entity - Namibia Change In Investor Details Form If you would like to make changes to the Entity's current investor details
- Legal Entity - Namibia Transfer of Ownership Form If you would like to transfer all or part of the Entity's Namibian investment to an existing Namibian Unit Trust investor