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    Individual Tax-Free Application Form

    Thank you for choosing to invest with M&G Investments. Welcome to our tax-free online application form, where you can follow the simple steps below to invest with us.

    Need help?

    If you require help at any stage, please get in touch and we will help guide you through the process.

    To read our comprehensive tax-free Q&A guide, please click here.

    INDIVIDUAL

    Tax-Free Application Form

    Introduction

    Personal Details

    Investment Details

    Tax Details

    Upload Documents

    Terms and Conditions

    Confirmation

    Introduction

    Please note

    Only individuals investing without a financial adviser should complete this online application – if you would like to invest with the help of a financial adviser, please download our Tax-Free Unit Trust application form.

    Unit Trusts

    To invest in our unit trusts, please complete an online Unit Trust Application Form or download the PDF form here.

    Required Documents

    It’s important to know that before M&G can enter into any transaction with you as an investor, strict regulations require us to verify your identity, address and banking information. As part of the application process, you will need to provide us with the following documents:

    Proof Of Id

    Proof of ID

                                      Proof of Bank Account

                          Proof of Bank Account*

                                Specimen siganture

                   3 Specimen signatures**

    *not older than three months
    **Please provide 3 specimen signatures by signing a blank piece of paper and uploading this to the relevant section

    MandG Investment Managers (Pty) Ltd is a licensed financial services provider. MandG Investments Southern Africa (Pty) Ltd (previously called Prudential Portfolio Managers South Africa) is part of the same corporate group as the Prudential Assurance Company. The Prudential Assurance Company is a direct subsidiary of M&G plc, a company incorporated in the United Kingdom. The Prudential Assurance Company is not affiliated in any manner with Prudential Financial Inc., a company whose principal place of business is in the United States of America or Prudential plc, an international group incorporated in the United Kingdom.