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Key Dates |
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| Download Brochure & Application |
Plan Closes: 27 September 2010 |
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| Order literature by post |
Last ISA Transfers: 20 September 2010 |
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Plan Summary
• “Early Exit” feature: If, after three years, the FTSE 100 Index has risen by 10% or more, you will lock in a fixed return of 50% (meaning that your Plan will no longer have any exposure to the performance of the FTSE 100 index.) At this point, you can choose to exit the plan early and receive this fixed return plus the repayment of your initial investment. • Or attractive growth potential at maturity: If the Early Exit feature is not triggered, you receive 130% of any growth in the FTSE 100 Index over the six year investment term, with no upper limit. • Some protection from a falling market: At maturity, as long as the FTSE 100 Index is not 50% or more below its level at the start of the plan, you will receive the full repayment of your initial investment. If it has fallen by 50% or more, the repayment of your investment will be reduced by the amount the FTSE 100 Index has fallen. This plan is not capital protected and you should be prepared to lose some or all of your initial investment. • Your capital is used to purchase securities issued by Morgan Stanley: These securities are a type of ‘corporate bond’, which is essentially a loan to Morgan Stanley that they are obliged to repay to you at maturity. In the event of Morgan Stanley going into liquidation, you may lose all or part of your initial investment. Morgan Stanley has a credit rating of A from Standard & Poor’s at the time of publication. |
