Depending on your individual needs, you can choose to;
- Make a partial withdrawal from your investment
- Set up a regular withdrawal facility on your account
- Withdraw your investment in full
By setting up a regular withdrawal facility on your account you can arrange to receive regular payments from your investment by direct credit. Simply download a Regular Withdrawal Facility application form. Please note that at present, this facility is only available for investments of £1,000 or more in the M&G Dividend Fund, M&G Episode Growth Fund and M&G Episode Income Fund.
Making a withdrawal
If you would like to withdraw your investment with M&G, in full or in part, you can do so by calling our Investment Helpline on 0800 328 3196*. Existing customers will require their M&G client reference. Failure to provide this will affect your ability to transact with us.
We are open from 08:00 to 18:00, Monday to Friday and from 09:00 to 13:00 on Saturday.
Alternatively you can complete an M&G Withdrawal Form and return it to us at the address below.
Please make sure that you have read and understood the terms of your investment as there may be a charge applied.
Please return your completed form(s) to us at;
M&G Customer Relations
PO Box 9039
Please note that due to our focus on long-term investing, the M&G ISA is not a flexible ISA, which allows you to withdraw money and invest it back in without reducing your annual ISA allowance.
Investing little and often can help you achieve your goals
If you decide to withdraw your investment with M&G in part or in full, you can also choose to set up a regular payment facility via Direct Debit on your account to help keep your long-term investment goals on course. By investing little and often you can smooth out the peaks and troughs of the stockmarket to help increase the value of your investment over the long term.
Call our Investment Helpline to find out more.
*For your security and to improve the quality of our service we may record and monitor telephone calls.
The value of the fund's assets will go down as well as up. This will cause the value of your investment to fall as well as rise and you may get back less than you originally invested.