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Financial Services Guide and General Terms
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Product Terms and Conditions
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Margin Lending Documents and Forms
Additional Documents: Guarantors
Margin Lending Guarantor Application Form Margin Lending Guarantor Terms and Conditions Margin Lending Account Opening Document
Other Documents
Approved Securities List Interest Rates Fees OptionWriter Master Deed of Priority Persons Who Can Certify
Foreign Tax Forms
Please discuss with your tax adviser the correct form to complete for your particular circumstances.
W-9 Form W-8ECI W-8EXP W-8IMY Entity Tax Pack Cover Letter W-8BEN-E W-8BEN Entity FATCA CRS Self Certification Form Individual CRS Self Certification Form
Guides to completing your tax forms
The guides below are provided to assist you with completion of US tax forms. The guides were not prepared by Morgan Stanley and Morgan Stanley takes no responsibility, and accepts no liability, for their contents. The summary is not exhaustive and does not take into consideration your particular circumstances from time to time. The guides do not constitute legal or taxation advice and is of a general nature only. You should seek your own independent legal and tax advice in relation to all taxation matters arising from investment activity.
Guide to Completing W-8BEN Forms Guide to Completing your Self Certification Forms
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Derivatives
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Term Deposits
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Documents for Advisers and Other Intermediaries
General Terms of Business and Dealing Services Financial Services Guide Account Opening Form Interest Prepayment Authority Account Profile Form Sponsorship Form Direct Debit & Credit Form TFN Notification Form Class Super 3rd Party Data Authority — Client Account Class Super 3rd Party Data Authority — Planner
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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 2018/19 DMS Auditor’s Report — Review of Investor Statements with Trusts 2018/19 CPE PFW Auditor’s Report — Review of Investor Statements with Trusts 2018/19 CPE PFW Auditor’s Report — Controls over Investor Statements with Trusts 2018/19 CPE PFW Auditor’s Report – Review of Investor Statements without Trusts 2018/2019 CPE PFW Auditor’s Report – Controls over Investor Statements without Trusts 2018/2019 Private Wealth Management Auditor’s Report — GS007 Controls Assurance Report 2018/19
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European Regulatory Resources
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Useful Links
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Policies