Morgan Stanley Asia Protected Growth Plan

2.5% Discount

Applications must be posted to Moneyworld and arrive at least three days before the official closing date to guarantee delivery to the Investment Company before close of business.

 

Download Brochure & Application

Key Dates

Download SIPP/SSAS Application

Plan Closes: 17 October 2008

Download Trustee Application

Last Transfers: 06 October 2008

FSA 'Capital at Risk Product' Brochure Order literature by post
 
Plan Summary

The Morgan Stanley Asia (ex Japan) Protected Growth Plan 6 (the “Plan”) may appeal to the investor who seeks potential for investment growth linked to the Asian stockmarkets but who does not want to expose their capital to the risks of the Asia ex Japan region.
 
The Plan is a six year investment which is designed to provide investors with the full return of their capital plus participation in the growth of the equally weighted basket of the Hong Kong Hang Seng Index and the MSCI Taiwan Index (the ‘Basket’) over the six year term of the product subject to the risks stated in this document. The Plan has an Early Exit Feature that is designed to return 130% of an investor’s initial investment at the end of year 3, subject to certain conditions, which are outlined in the Early Exit Feature section on page 3 of the brochure.

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

Six year investment term.

Two point three five (235%) times the growth of the basket unless the Early Exit Feature is triggered.

High degree of capital protection provided by securities issued by financial institutions with a credit rating of A+ 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.  

Single Early Exit Feature which provides for the possible early release of gains at the end of three years.

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