South Africa
Namibia
Retirement and Income
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 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 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 If you are a new Unit Trust Investor investing in your personal capacity - Indvidual - 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
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