Important Disclosures:
1As of June 30, 2024
Morgan Stanley Global Sports & Entertainment is a highly specialized wealth management division, dedicated to serving the unique and complex needs of athletes, entertainers, creators and top professionals in the sports and entertainment industry.
Important information regarding the relationship with a Financial Advisor and Morgan Stanley Smith Barney LLC when using a Financial Planning tool. When a Financial Advisor prepares a Financial Plan, he/she will be acting in an investment advisory capacity with respect to the delivery of the Financial Plan. To understand the differences between brokerage and advisory relationships, clients should consult with a Financial Advisor, or review our “Understanding Your Brokerage and Investment Advisory Relationships” brochure available at https://www.morganstanley.com/wealthrelationshipwithms/pdfs/understandingyourrelationship.pdf.
Clients have sole responsibility for making all investment decisions with respect to the implementation of a Financial Plan. Clients may implement the Financial Plan at Morgan Stanley or at another firm. If a client engages or has engaged Morgan Stanley, it will act as their broker, unless they ask it, in writing, to act as their investment adviser on any particular account.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
Global Sports and Entertainment loans are offered by Morgan Stanley Commercial Financial Services LLC, an affiliate of Morgan Stanley Smith Barney LLC. The loan is a committed loan. All loans are subject to the underwriting standards and independent approval of Morgan Stanley Commercial Financial Services LLC. They may not be available in all locations. Rates, terms, and programs are subject to change without notice. Other restrictions may apply. The information contained herein should not be construed as a commitment to lend.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
© 2024 Morgan Stanley Smith Barney LLC. Member SIPC.
CRC3717198 07/2024