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.
WEALTH MANAGEMENT DOCUMENTS & FORMS
Resources for clients investing through our Australian Investment Platform
- General documents for clients entering a third-party provider arrangement (e.g. Netwealth)
- General documents for all other clients
- Product specific documents
Resources for clients investing through our Global Investment Platform
Forms for US Taxpayers
Other helpful guides
- Information about derivatives
- European regulatory resources
- General guides
