Morgan Stanley FTSE Income Plan 6

The Morgan Stanley FTSE Income Plan 6 is a five year Structured Investment Plan which provides an annual income of 7.7%. The income is paid in fixed quarterly payments of 1.925%, with the return of capital dependent on the performance of the FTSE 100 Index (‘the Index’).

The plan provides a fixed annual income of 7.7% throughout the investment term, regardless of the performance of the Index.  The income is paid to you in fixed quarterly payments of 1.925% for every quarter during the term of the plan.

Repayment of your original capital at the end of the five year term is dependent on the performance of the Index. The Plan benefits from a safety net feature which means as long as the Index has not fallen by more than 50% from its Initial Index Level during the term of the plan, you will receive the full return of your capital.

Capital will be lost if the Index has fallen by more than 50% during the term and the Final Index Level is lower than the Initial Index Level, in which case you would lose 1% of capital for every 1% the Final Index Level has fallen below the Initial Index Level.

The Plan is available for direct investment, stocks & shares ISA and ISA transfer, as well as SIPP and SSAS pension investments. It is also available to businesses, charities and trusts.

 

  • Fixed annual income – 7.7%
  • Income paid quarterly
  • Capital at risk investment*
  • Investment term – 5 years
  • Minimum single investment - £3,000
  • Also available to businesses, charities and trusts
  • Deadline for 2011/12 ISA investments: 5th April 
  • Deadline for ISA transfers: 19th April 2012
  • Deadline for direct investments and 2012/13 ISA investments: 26th April 2012 


*The return of your initial investment depends on the performance of the FTSE 100 Index and the ability of the counterparty (Morgan Stanley) to repay your money.


 

For investments within this product of £100,000 or more processed through Fair Investment Company Limited, we will pay you Cashback of 1%. E.g. If you invested £100,000 into the above plan through Fair Investment Company Ltd., we would send you a cheque for £1000 four weeks after the start date of the plan.

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Important Information
Please note that it is now too late to apply for this plan, but a new version will be available shortly. Please fill in the form below and details of next version will be sent to you as soon as they become available.
Request a brochure by email and post:
Morgan Stanley FTSE Income Plan 7
 
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This is a structured investment plan that is not capital protected and is not covered by the Financial Services Compensation Scheme (FSCS) for default alone. There is a risk of losing some or all of your initial investment due to the performance of the FTSE 100 Index.

There is a risk that the company backing the plan or any company associated with the plan may be unable to repay your initial investment and any returns stated. In addition, you may not get back the full amount of your initial investment if the plan is not held for the full term. The past performance of the FTSE 100 Index is not a guide to its future performance.

If you are at all unsure of the suitability of this type of investment, both in respect of its objectives and its risk profile, you should seek independent financial advice.

Fair Investment Company Limited is authorised and regulated by the Financial Services Authority.