[FWP] Morgan Stanley Free Writing Prospectus
Morgan Stanley Finance has announced SPXFP Trigger PLUS Notes due August 5, 2030, offering leveraged exposure to the S&P 500® Futures Excess Return Index. Key features include:
- Leverage factor of 207% to 222% on positive index returns
- Principal protection against losses up to 30% (70% downside threshold)
- Estimated value of $956.10 per security
- 5-year maturity with pricing date on July 31, 2025
The notes offer enhanced returns in bullish scenarios but carry significant risks including no principal guarantee below the 70% threshold, no periodic interest payments, and credit risk exposure to Morgan Stanley. The payment at maturity demonstrates potential returns ranging from complete loss (-100%) to significant gains (+60% resulting in 224.2% return with leverage). The securities will not be exchange-listed, limiting secondary market liquidity.
Morgan Stanley Finance ha annunciato le SPXFP Trigger PLUS Notes con scadenza il 5 agosto 2030, che offrono un'esposizione con leva all'indice S&P 500® Futures Excess Return. Le caratteristiche principali includono:
- Fattore di leva dal 207% al 222% sui rendimenti positivi dell'indice
- Protezione del capitale contro perdite fino al 30% (soglia di ribasso del 70%)
- Valore stimato di 956,10 $ per titolo
- Scadenza a 5 anni con data di prezzo al 31 luglio 2025
Le note offrono rendimenti migliorati in scenari rialzisti, ma comportano rischi significativi, tra cui assenza di garanzia sul capitale sotto la soglia del 70%, nessun pagamento periodico di interessi e rischio di credito legato a Morgan Stanley. Il pagamento a scadenza mostra potenziali rendimenti che variano dalla perdita totale (-100%) a guadagni significativi (+60%, con un rendimento del 224,2% grazie alla leva). I titoli non saranno quotati in borsa, limitando la liquidità sul mercato secondario.
Morgan Stanley Finance ha anunciado las SPXFP Trigger PLUS Notes con vencimiento el 5 de agosto de 2030, que ofrecen exposición apalancada al índice S&P 500® Futures Excess Return. Las características clave incluyen:
- Factor de apalancamiento del 207% al 222% sobre rendimientos positivos del índice
- Protección del principal contra pérdidas de hasta el 30% (umbral de caída del 70%)
- Valor estimado de $956.10 por título
- Vencimiento a 5 años con fecha de precio el 31 de julio de 2025
Las notas ofrecen rendimientos mejorados en escenarios alcistas pero conllevan riesgos significativos, incluyendo falta de garantía del principal bajo el umbral del 70%, sin pagos periódicos de intereses y exposición al riesgo crediticio de Morgan Stanley. El pago al vencimiento muestra posibles rendimientos que van desde pérdida total (-100%) hasta ganancias significativas (+60%, resultando en un retorno del 224,2% con apalancamiento). Los valores no estarán listados en bolsa, limitando la liquidez en el mercado secundario.
모건 스탠리 파이낸스는 2030년 8월 5일 만기인 SPXFP Trigger PLUS Notes를 발표했으며, 이는 S&P 500® 선물 초과수익 지수에 대한 레버리지 노출을 제공합니다. 주요 특징은 다음과 같습니다:
- 양의 지수 수익에 대해 207%에서 222%까지의 레버리지 비율
- 최대 30% 손실에 대한 원금 보호 (70% 하락 임계점)
- 증권당 추정 가치 956.10달러
- 5년 만기, 2025년 7월 31일 가격 결정일
이 노트는 상승장 시 수익을 증대시키지만, 70% 임계점 이하에서는 원금 보장이 없으며 정기 이자 지급이 없고 모건 스탠리에 대한 신용 위험에 노출되는 등 상당한 위험을 내포합니다. 만기 시 지급액은 전액 손실(-100%)부터 상당한 이익(+60%, 레버리지 적용 시 224.2% 수익)까지 다양한 수익 가능성을 보여줍니다. 이 증권은 거래소에 상장되지 않아 2차 시장 유동성이 제한됩니다.
Morgan Stanley Finance a annoncé les SPXFP Trigger PLUS Notes échéance 5 août 2030, offrant une exposition à effet de levier à l'indice S&P 500® Futures Excess Return. Les caractéristiques principales incluent :
- Facteur de levier de 207% à 222% sur les rendements positifs de l'indice
- Protection du capital contre des pertes allant jusqu'à 30% (seuil de baisse à 70%)
- Valeur estimée à 956,10 $ par titre
- Durée de 5 ans avec une date de fixation du prix au 31 juillet 2025
Ces notes offrent des rendements améliorés en cas de scénario haussier mais comportent des risques importants, notamment aucune garantie du capital en dessous du seuil de 70%, pas de paiements d’intérêts périodiques, et une exposition au risque de crédit de Morgan Stanley. Le paiement à l’échéance présente des rendements potentiels allant d’une perte totale (-100%) à des gains significatifs (+60%, soit un rendement de 224,2% avec effet de levier). Ces titres ne seront pas cotés en bourse, ce qui limite la liquidité sur le marché secondaire.
Morgan Stanley Finance hat die SPXFP Trigger PLUS Notes mit Fälligkeit am 5. August 2030 angekündigt, die einen gehebelten Zugang zum S&P 500® Futures Excess Return Index bieten. Die wichtigsten Merkmale sind:
- Hebelfaktor von 207% bis 222% bei positiven Indexrenditen
- Kapitalschutz gegen Verluste bis zu 30% (70% Abwärtsgrenze)
- Geschätzter Wert von 956,10 $ pro Wertpapier
- 5-jährige Laufzeit mit Preisfeststellung am 31. Juli 2025
Die Notes bieten erhöhte Renditen in bullischen Szenarien, bergen jedoch erhebliche Risiken, darunter keine Kapitalsicherung unterhalb der 70%-Schwelle, keine regelmäßigen Zinszahlungen und Kreditrisiko gegenüber Morgan Stanley. Die Auszahlung bei Fälligkeit zeigt mögliche Renditen von Totalverlust (-100%) bis zu erheblichen Gewinnen (+60%, was mit Hebelwirkung eine Rendite von 224,2% ergibt). Die Wertpapiere werden nicht an der Börse gehandelt, was die Liquidität am Sekundärmarkt einschränkt.
- High leverage factor of 207-222% offering enhanced upside potential on positive S&P 500 Futures performance
- Downside protection feature maintains full principal value for up to 30% market decline
- 5-year maturity provides significant time horizon for potential market appreciation
- No principal guarantee with potential for complete loss of investment if underlier declines >70%
- No interest payments or dividends throughout the 5-year term
- Estimated value ($956.10) is significantly below the issue price, indicating high embedded costs
- Limited secondary market liquidity due to no exchange listing
- Credit risk exposure to Morgan Stanley with no independent assets in MSFL subsidiary
Morgan Stanley Finance ha annunciato le SPXFP Trigger PLUS Notes con scadenza il 5 agosto 2030, che offrono un'esposizione con leva all'indice S&P 500® Futures Excess Return. Le caratteristiche principali includono:
- Fattore di leva dal 207% al 222% sui rendimenti positivi dell'indice
- Protezione del capitale contro perdite fino al 30% (soglia di ribasso del 70%)
- Valore stimato di 956,10 $ per titolo
- Scadenza a 5 anni con data di prezzo al 31 luglio 2025
Le note offrono rendimenti migliorati in scenari rialzisti, ma comportano rischi significativi, tra cui assenza di garanzia sul capitale sotto la soglia del 70%, nessun pagamento periodico di interessi e rischio di credito legato a Morgan Stanley. Il pagamento a scadenza mostra potenziali rendimenti che variano dalla perdita totale (-100%) a guadagni significativi (+60%, con un rendimento del 224,2% grazie alla leva). I titoli non saranno quotati in borsa, limitando la liquidità sul mercato secondario.
Morgan Stanley Finance ha anunciado las SPXFP Trigger PLUS Notes con vencimiento el 5 de agosto de 2030, que ofrecen exposición apalancada al índice S&P 500® Futures Excess Return. Las características clave incluyen:
- Factor de apalancamiento del 207% al 222% sobre rendimientos positivos del índice
- Protección del principal contra pérdidas de hasta el 30% (umbral de caída del 70%)
- Valor estimado de $956.10 por título
- Vencimiento a 5 años con fecha de precio el 31 de julio de 2025
Las notas ofrecen rendimientos mejorados en escenarios alcistas pero conllevan riesgos significativos, incluyendo falta de garantía del principal bajo el umbral del 70%, sin pagos periódicos de intereses y exposición al riesgo crediticio de Morgan Stanley. El pago al vencimiento muestra posibles rendimientos que van desde pérdida total (-100%) hasta ganancias significativas (+60%, resultando en un retorno del 224,2% con apalancamiento). Los valores no estarán listados en bolsa, limitando la liquidez en el mercado secundario.
모건 스탠리 파이낸스는 2030년 8월 5일 만기인 SPXFP Trigger PLUS Notes를 발표했으며, 이는 S&P 500® 선물 초과수익 지수에 대한 레버리지 노출을 제공합니다. 주요 특징은 다음과 같습니다:
- 양의 지수 수익에 대해 207%에서 222%까지의 레버리지 비율
- 최대 30% 손실에 대한 원금 보호 (70% 하락 임계점)
- 증권당 추정 가치 956.10달러
- 5년 만기, 2025년 7월 31일 가격 결정일
이 노트는 상승장 시 수익을 증대시키지만, 70% 임계점 이하에서는 원금 보장이 없으며 정기 이자 지급이 없고 모건 스탠리에 대한 신용 위험에 노출되는 등 상당한 위험을 내포합니다. 만기 시 지급액은 전액 손실(-100%)부터 상당한 이익(+60%, 레버리지 적용 시 224.2% 수익)까지 다양한 수익 가능성을 보여줍니다. 이 증권은 거래소에 상장되지 않아 2차 시장 유동성이 제한됩니다.
Morgan Stanley Finance a annoncé les SPXFP Trigger PLUS Notes échéance 5 août 2030, offrant une exposition à effet de levier à l'indice S&P 500® Futures Excess Return. Les caractéristiques principales incluent :
- Facteur de levier de 207% à 222% sur les rendements positifs de l'indice
- Protection du capital contre des pertes allant jusqu'à 30% (seuil de baisse à 70%)
- Valeur estimée à 956,10 $ par titre
- Durée de 5 ans avec une date de fixation du prix au 31 juillet 2025
Ces notes offrent des rendements améliorés en cas de scénario haussier mais comportent des risques importants, notamment aucune garantie du capital en dessous du seuil de 70%, pas de paiements d’intérêts périodiques, et une exposition au risque de crédit de Morgan Stanley. Le paiement à l’échéance présente des rendements potentiels allant d’une perte totale (-100%) à des gains significatifs (+60%, soit un rendement de 224,2% avec effet de levier). Ces titres ne seront pas cotés en bourse, ce qui limite la liquidité sur le marché secondaire.
Morgan Stanley Finance hat die SPXFP Trigger PLUS Notes mit Fälligkeit am 5. August 2030 angekündigt, die einen gehebelten Zugang zum S&P 500® Futures Excess Return Index bieten. Die wichtigsten Merkmale sind:
- Hebelfaktor von 207% bis 222% bei positiven Indexrenditen
- Kapitalschutz gegen Verluste bis zu 30% (70% Abwärtsgrenze)
- Geschätzter Wert von 956,10 $ pro Wertpapier
- 5-jährige Laufzeit mit Preisfeststellung am 31. Juli 2025
Die Notes bieten erhöhte Renditen in bullischen Szenarien, bergen jedoch erhebliche Risiken, darunter keine Kapitalsicherung unterhalb der 70%-Schwelle, keine regelmäßigen Zinszahlungen und Kreditrisiko gegenüber Morgan Stanley. Die Auszahlung bei Fälligkeit zeigt mögliche Renditen von Totalverlust (-100%) bis zu erheblichen Gewinnen (+60%, was mit Hebelwirkung eine Rendite von 224,2% ergibt). Die Wertpapiere werden nicht an der Börse gehandelt, was die Liquidität am Sekundärmarkt einschränkt.
Free Writing Prospectus to Preliminary Pricing Supplement No. 9,058
Registration Statement Nos. 333-275587; 333-275587-01
Dated July 1, 2025; Filed pursuant to Rule 433
Morgan Stanley
SPXFP Trigger PLUS due August 5, 2030
This document provides a summary of the terms of the securities. Investors must carefully review the accompanying preliminary pricing supplement referenced below, product supplement, index supplement and prospectus, and the “Risk Considerations” on the following page, prior to making an investment decision.
|
Terms |
|
|
Issuer: |
Morgan Stanley Finance LLC |
|
Guarantor: |
Morgan Stanley |
|
Underlier: |
S&P 500® Futures Excess Return Index (SPXFP) |
|
Leverage factor: |
207% to 222% |
|
Downside threshold level: |
70% of the initial level |
|
Pricing date: |
July 31, 2025 |
|
Observation date: |
July 31, 2030 |
|
Maturity date: |
August 5, 2030 |
|
CUSIP: |
61778NBC4 |
|
Estimated value: |
$956.10 per security, or within $55.00 of that estimate |
|
Preliminary pricing supplement: |
https://www.sec.gov/Archives/edgar/data/895421/000183988225034317/ms9058_424b2-18655.htm |
1All payments are subject to our credit risk
Hypothetical Payment at Maturity1
The payoff diagram and table below illustrate the payment at maturity for a range of hypothetical performances of the underlier over the term of the securities.
|
% Change in Closing Level of the Underlier |
Payment at Maturity per Security |
|
+60.00% |
$2,242.00* |
|
+40.00% |
$1,828.00* |
|
+20.00% |
$1,414.00* |
|
0.00% |
$1,000.00 |
|
-20.00% |
$1,000.00 |
|
-30.00% |
$1,000.00 |
|
-31.00% |
$690.00 |
|
-40.00% |
$600.00 |
|
-60.00% |
$400.00 |
|
-80.00% |
$200.00 |
|
-100.00% |
$0.00 |
*Assumes a leverage factor of 207%
The issuer has filed a registration statement (including a prospectus) with the SEC for the offering to which this communication relates. Before you invest, you should read the prospectus in that registration statement and other documents the issuer has filed with the SEC for more complete information about the issuer and this offering. You may get these documents for free by visiting EDGAR on the SEC Web site at www.sec.gov. Alternatively, the issuer, any underwriter or any dealer participating in the offering will arrange to send you the prospectus if you request it by calling toll-free 1-800-584-6837.
Underlier(s)
For more information about the underlier(s), including historical performance information, see the accompanying preliminary pricing supplement.
Risk Considerations
The risks set forth below are discussed in more detail in the “Risk Factors” section in the accompanying preliminary pricing supplement. Please review those risk factors carefully prior to making an investment decision.
Risks Relating to an Investment in the Securities
●The securities do not guarantee the return of any principal and do not pay interest.
●The amount payable on the securities is not linked to the value of the underlier at any time other than the observation date.
●The market price of the securities may be influenced by many unpredictable factors.
●The securities are subject to our credit risk, and any actual or anticipated changes to our credit ratings or credit spreads may adversely affect the market value of the securities.
●As a finance subsidiary, MSFL has no independent operations and will have no independent assets.
●The rate we are willing to pay for securities of this type, maturity and issuance size is likely to be lower than the rate implied by our secondary market credit spreads and advantageous to us. Both the lower rate and the inclusion of costs associated with issuing, selling, structuring and hedging the securities in the original issue price reduce the economic terms of the securities, cause the estimated value of the securities to be less than the original issue price and will adversely affect secondary market prices.
●The estimated value of the securities is determined by reference to our pricing and valuation models, which may differ from those of other dealers and is not a maximum or minimum secondary market price.
●The securities will not be listed on any securities exchange and secondary trading may be limited.
●As discussed in more detail in the accompanying product supplement, investing in the securities is not equivalent to investing in the underlier(s).
●The U.S. federal income tax consequences of an investment in the securities are uncertain.
Risks Relating to the Underlier(s)
●Because your return on the securities will depend upon the performance of the underlier(s), the securities are subject to the following risk(s), as discussed in more detail in the accompanying product supplement.
oHigher future prices of a futures contract to which the underlier is linked relative to its current prices may adversely affect the value of the underlier and the value of the securities.
oSuspensions or disruptions of market trading in futures markets could adversely affect the value of the securities.
oLegal and regulatory changes could adversely affect the return on and value of the securities.
●Adjustments to the S&P 500® Futures Excess Return Index could adversely affect the value of the securities.
Risks Relating to Conflicts of Interest
●The calculation agent, which is a subsidiary of Morgan Stanley and an affiliate of MSFL, will make determinations with respect to the securities.
●Hedging and trading activity by our affiliates could potentially adversely affect the value of the securities.
Tax Considerations
You should review carefully the discussion in the accompanying preliminary pricing supplement under the caption “Additional Information About the Securities– United States federal income tax considerations” concerning the U.S. federal income tax consequences of an investment in the securities, and you should consult your tax adviser.
FAQ
What is the maturity date and leverage factor for MS's SPXFP Trigger PLUS securities?
What is the downside protection threshold for MS's new Trigger PLUS offering?
What is the estimated value of MS's SPXFP Trigger PLUS securities?
What are the key credit risks of MS's Trigger PLUS securities?
What is the maximum potential return for MS's SPXFP Trigger PLUS at maturity?
