Morgan Stanley

Morgan Stanley Acquires Goldfish

Dec 20, 2005

London —

Morgan Stanley today announced that it has entered into a definitive agreement to acquire the Goldfish credit card business ("Goldfish") from Lloyds TSB for a price of around £1 billion, a premium of £175 million of net receivables. The transaction is expected to complete in the middle of February 2006.

The acquisition of Goldfish will significantly build on Morgan Stanley's existing UK credit card business, which has successfully grown to over 1.5 million accounts. The Goldfish brand adds a further 800,000 accounts to the Morgan Stanley base, an increase of 47%. Receivables will increase by £0.8 billion from approximately £1.5 billion to £2.3 billion. The acquisition will also include Goldfish's Glasgow Operations Centre staff and premises. Morgan Stanley currently has over 700 employees in its UK credit card operation.

Sir David Walker, Chairman of Morgan Stanley International, commented: "This acquisition is consistent with Morgan Stanley's stated strategy of growing our international business by taking opportunities for bolt-on acquisitions and further underscores our increasing resource commitment to the UK and Europe."

Charlotte Hogg, Managing Director of Morgan Stanley's UK credit card business, added: "We are very pleased to be acquiring Goldfish. The acquisition will give Morgan Stanley the opportunity to invest in the Goldfish brand and strengthen its foothold in the credit card market, while continuing to grow in the rewards space. Through this transaction we will be reaffirming our commitment to employment in Scotland, and look forward to welcoming Goldfish employees to Morgan Stanley."

Morgan Stanley has selected the Goldfish brand as one that is a great fit for the company and its products. The Goldfish brand complements the existing card portfolio and adds a new arm to the credit card business.

Morgan Stanley is a global financial services firm and a market leader in securities, investment management and credit services. With more than 600 offices in 28 countries, Morgan Stanley connects people, ideas and capital to help clients achieve their financial aspirations.

NOTES FOR EDITORS:

Morgan Stanley Credit Cards

Morgan Stanley is one of the world's largest providers of credit cards with more than 50 million cardholders globally, mainly in the US through the Discover Card issued on the Discover network.

The Morgan Stanley Card was launched in the UK on the MasterCard network in September 1999 with two credit cards offering a Cashback BonusTM award. In April 2000, two further credit cards were introduced, and then, in March 2002, Morgan Stanley consumer banking launched its first co-branded card with Leeds Building Society. May 2004 marked the launch of the Morgan Stanley buy and fly! MasterCard, a card that enables customers to collect points wherever they spend and redeem these points on a variety of travel rewards.

Earlier this year, Morgan Stanley created an affinity partnership with Black Horse, part of Lloyds TSB Asset Finance Division. Last month Morgan Stanley's UK credit card operation announced the launch of its ultra-premium card — the i24TM Card.

Morgan Stanley in Scotland

Morgan Stanley has invested in Scotland since 1999, both in developing middle and back office capability in Glasgow, as well as the Card Operations Centre in Cumbernauld. The Firm now employs more than 1,000 people in Scotland. In addition to its financial services operation centre in Cumbernauld, which provides customer service and related support for its consumer banking activities, Morgan Stanley opened a private wealth management office in 2001 and, in 2002, set-up an infrastructure office supporting its institutional equity and fixed income sales and trading divisions.