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Financial Services Guide and General Terms
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Product Terms and Conditions
PWM General Terms Portfolio Wrap Investor Brochure Discretionary Management Service Product Guide Margin Lending Terms and Conditions Morgan Stanley Portfolio Wrap TMD Morgan Stanley DMS TMD Morgan Stanley Options TMD The Managed Funds Portfolio Service TMD Options Product Disclosure Statement DMS Program Guidelines
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Forms
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Derivatives
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Term Deposits
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Auditor’s Reports (Private Wealth Management, Portfolio Wrap, DMS and CPE)
DMS Auditor’s Report — Controls over Investor Statements with Trusts 2022/2023 DMS Auditor’s Report — Review of Investor Statements with Trusts 2022/2023 CPE PFW Auditor’s Report — Review of Investor Statements with Trusts 2022/2023 CPE PFW Auditor’s Report — Controls over Investor Statements with Trusts 2022/2023 CPE PFW Auditor’s Report – Review of Investor Statements without Trusts 2022/2023 CPE PFW Auditor’s Report – Controls over Investor Statements without Trusts 2022/2023 PWM Australia GS007 30 June 2023
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European Regulatory Resources
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Useful Links
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Policies
IMPORTANT NOTICE
Morgan Stanley does not send unsolicited investment offers via email, does not conduct business over social media and does not directly trade in any crypto or digital currency products on behalf of clients. If you receive information regarding an investment opportunity from anyone other than your existing Morgan Stanley financial adviser, you should treat that investment offer with suspicion. Regrettably, the sophistication of investment scams is increasing and many offers look legitimate on the surface. It’s important that you are very certain of the identity of any person you are communicating with before providing them with any personal or financial information. When in doubt, we would encourage you to contact us directly using the contact information on this website.