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Morgan Stanley IQ – FTSE Defensive Bonus Plan

Morgan Stanley IQ – FTSE Defensive Bonus Plan

Type: Capital-protected bond

Aim: Growth linked to the performance of the FTSE 100 index

Minimum-maximum investment: £3,000-no maximum, Isa £10,680 or £11,280 for the 2012/13 tax year

Term: Six years

Return: 18% growth  plus capital at the end of year two provided the index does not fall by more than 10%, 27% at the end of year three, 36% growth at the end of year four, 45% at the end of year five or 54% at the end of year six

Protection: Original capital returned in full at the end of the term provided the index does not fall by 50% or more by the final day of the term

Closing date: April 26, 2012, April 19, 2012 for Isa transfers, April 5, 2012  for Isa applications for 2011/12 tax year

Commission: Initial 3%

Tel: 020 7425 9000

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