Morgan Stanley UK Giants Selector Plan 4

The Morgan Stanley UK Giants Selector Plan 4 is a 6 year structured investment plan linked to the performance of the largest 20 companies by market capitalisation in the FTSE 100 Index.

On the 20th August 2013, the largest 20 companies by market capitalisation in the FTSE 100 Index were recorded. These shares make up the ‘Giants Basket’. At maturity, the performance of the shares in the Giants Basket over the plan term will be analysed and the top 11 shares selected. Subject to events described in page 11 of the brochure, these companies will remain in the Giants Basket even if they cease to be one of the largest 20 FTSE 100 companies during the term of the plan.

Your return will be equal to the average performance of these 11 shares from the Plan Start Date to the Plan End Date. If the average performance is negative, you will receive no return.

As long as the Index has not fallen by 50% or more at maturity from the Initial Index Level, you will receive the full return of your original investment. Any breach in this 50% safety net is only measured at maturity and not throughout the investment term. If the safety net has been breached at maturity, you will lose 1% of capital for every 1% the Index has fallen below the starting level. In this situation at least 50% of your capital will be lost and you will lose some or all of your original investment.

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 linked to the performance of the best-performing 11 shares from the 20 largest FTSE 100 companies
  • Capital at risk product*
  • Investment term: 6 Years
  • Arrangement fee applies
  • Minimum single investment: £3,000
  • Maximum ISA investment: £11,520
  • No maximum ISA transfer
  • No maximum total investment
  • Also available to businesses, charities and SIPPs
  • Investment deadline ISA transfers: The deadline for this plan has now passed. Please fill in the form to receive details of the next plan as soon as they become available
  • Investment deadline for direct and ISA investment: The deadline for this plan has now passed. Please fill in the form to receive details of the next plan as soon as they become available

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

Reduced arrangement fee: For investments of £100,000 or more into this plan, processed through Fair Investment Company, your arrangement fee will be reduced to 2% of your original investment.

Important Information
Please note that it is now too late to apply for this account, but a new version will be available shortly. Please fill in the form below and details of the Morgan Stanley UK Giants Selector Plan 5 will be sent to you as soon as they become available.
Request a brochure by email and post:
Morgan Stanley UK Giants Selector Plan 5
 
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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 index and the shares in the Giants Basket is not a guide to their performance in the future and there is no certainty that the future performance of the index or the shares will be positive.

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.