Investment Management

A wide range of services where you can choose your level of involvement in managing your investments. You can make all the investment decisions yourself and simply give us your instructions, you can access our expert advice for your portfolio or entrust the decisions to your dedicated investment managers.
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As an independent investment manager, not tied to any funds, products or large institutions, we offer you transparency and flexibility to ensure that your objectives are met efficiently and successfully.

UK 95% Annual Kick-out Plan (MS194)

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When you invest in the UK 95% Annual Kick-out Plan (MS194), you may receive an accumulated return of 7.50% for each year of your investment depending on the performance of the FTSE 100 Index.

The Plan has the potential to mature early (kick-out) on an Anniversary Date if the FTSE 100 Index is at or above 95% of its Initial Index Level.

Capital is at risk if the Index closes below 65% of its Initial Index Level on the Investment End Date.
You could lose some or all of your Initial Investment.

Overview

Investment Term: up to seven years
Potential return of 7.50% per annum, payable on maturity
Possible kick-out from year three, and annually thereafter
Counterparty is Morgan Stanley & Co. International, which holds an 'A+' credit rating from Standard & Poor's
Invest from £10,000 (£5,000 for JISA)

Key dates

ISA/ JISA transfer deadline

27 December 2024 (Stocks & Shares and Cash)

Application deadline

10 January 2025

Investment start date

17 January 2025

Anniversary dates

17 January 2028, 17 January 2029, 17 January 2030 and 17 January 2031

Investment end date

19 January 2032

Product material

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