Morgan Stanley Capital Plus Plan

2.5% Discount

Application forms must be posted to Moneyworld or you will not get the discount.  

 

Download Brochure & Application

Key Dates

FSA 'Capital at Risk Product' Brochure

Plan Closes: 18 June 2008

 

Last Transfers: 03 June 2008

  Order literature by post
 
Plan Summary

The Morgan Stanley FTSE Capital Plus Plan 12 may appeal to the investor who does not want to expose their capital to the risks of the UK stockmarket, whilst still retaining strong potential for investment growth linked to the UK stockmarket. At the end of the six year investment term the Plan is designed to provide investors with the full return of their capital plus a minimum growth amount equal to the greater of 21% or 60% over the six year term of the product.

Plan Managed by Morgan Stanley & Co. International plc (“MSI plc”), authorised and regulated by the Financial Services Authority.

Six year investment term.

Growth will equal the greater of (i) 0.21 (21%) times initial capital or (ii) 0.60 (60%) times the growth of the FTSE 100 index.

High degree of capital protection provided by securities issued by financial institutions with a credit rating of AA- or better by Standard & Poor’s at the time of publication. In the event of these financial institutions going into liquidation or failing to comply with the terms of the securities, you may not receive the anticipated returns on your investment and you may lose all or part of the money you originally invested. This is not a guaranteed investment.

Pre-investment interest rate of 4.50% per annum.

Open for ISA Transfers and Direct Investment including via Self Invested Personal Pensions (SIPPs) and Small Self Administered Schemes (SSASs).

Open for ISA investments for 2008/09 - where you have not already fulfilled your annual entitlement.
 

Best discount on ISAs, Unit Trusts and OEICs