Morgan Stanley FTSE Kick Out Growth Plan 15

The Opportunity for High Growth Returns

The Morgan Stanley FTSE Kick Out Growth Plan 15 is a 6 year Structured Investment Plan linked to the performance of the FTSE 100 Index (‘the Index’).

Three years into the investment term, the level of the Index is compared with the Initial Index Level. If the Index has risen by 10% or more from the Initial Index Level, the “Early Exit” feature is triggered. At this point, you can choose to exit the plan early and receive the fixed return of 60% plus the repayment of your initial investment. If you choose to remain invested, it should be noted there will be no further exposure to the Index and you will accrue no further return. If the Index has risen by less than 10% from the Initial Index Level, the Plan will continue to the end of the six year investment term and you will receive 2 x any growth in the Index, with no upper limit. Performance of the Index is measured by comparing the Initial Index Level with the Final Index Level.

The Plan is available for Stocks & Shares ISA, ISA Transfer, Direct Investment, as well as SIPP and SSAS pension investments. It is also available to businesses, charities and trusts.

  • Growth returns: 2 x FTSE 100 Index growth
  • Early exit return: 60%*
  • Capital at risk product**
  • Investment term: Up to 6 Years
  • Minimum single investment - £3,000
  • Maximum current year ISA investment - £10,680
  • No maximum ISA transfer
  • No maximum total investment
  • Also available to businesses, charities and SIPPs
  • Investment deadline: It is now too late to apply for this version of the plan, but a new version will be available shortly.
  • Fill in the form to receive details of the new version of this plan as soon as they become available.

* Available if the FTSE 100 Index has risen by 10% or more at the 3rd anniversary.

** The return of your capital and any stated returns depends on the performance of the FTSE 100 Index and the ability of the counterparty (Morgan Stanley) to repay the monies.



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 Limited, we would send you a cheque for £1000 four weeks after the start date of the plan.

 

Other Structured Products
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 the Morgan Stanley FTSE Kick-Out Growth Plan 16 will be sent to you as soon as they become available.
Request a brochure by email and post for:
Morgan Stanley FTSE Kick Out Growth Plan 16
 
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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 these types of investment, both in respect of their objectives and their risk profile, you should seek independent financial advice.

Fair Investment Company Limited is Authorised and Regulated by the Financial Services Authority.