A complimentary loyalty program for our best clients.

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Tobias Robinson
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1 RESERVED LIVING & GIVING A complimentary loyalty program for our best clients.

Welcome to Reserved Living & Giving Reserved Living & Giving is a

designed to enhance your lifestyle beyond traditional wealth management

The program provides access to exclusive partner offers, insights from

Enrolling and participating in the program are easy.

2 Welcome to Reserved Living & Giving Reserved Living & Giving is a complimentary loyalty program for eligible Morgan Stanley clients, designed to enhance your lifestyle beyond traditional wealth management services. The program provides access to exclusive partner offers, insights from Morgan Stanley thought leaders and inspiring philanthropic stories. Enrolling and participating in the program are easy. Simply visit msreserved.com, enroll and enjoy! To learn more, talk to your Financial Advisor. Details on how to enroll can be found on the inside back cover of this booklet.

Offers and Benefits Sending Reserved Living & Giving a big thank you for your help with my new car purchase. The program saved me thousands, and it was unbelievably hassle free.

3 Offers and Benefits Sending Reserved Living & Giving a big thank you for your help with my new car purchase. The program saved me thousands, and it was unbelievably hassle free. Morgan Stanley Reserved Client For the things you love. Reserved clients can take advantage of a wide range of offers, including: Travel and cultural experiences from best-in-class planners Special pricing from iconic beauty, retail and automotive brands The latest fashion, wine and sweets from select emerging brands Whether you d like to get behind the wheel of your dream car, enjoy the perfect wine pairing with every meal, or choose a thoughtful gift, you ll find unique opportunities on the Reserved Living & Giving website. Best of all, you can share the shopping treasures, travel adventures and simple pleasures with your family. Enjoy the open road with Mercedes-Benz.

A Sneak Peek New offers are added regularly, so visit msreserved.com often to be sure you don t miss out. UP TO $4,000 OFF Stylish savings. Drive away with discounts on select new and leased vehicles.

4 A Sneak Peek New offers are added regularly, so visit msreserved.com often to be sure you don t miss out. UP TO $4,000 OFF Stylish savings. Drive away with discounts on select new and leased vehicles. Offer is also good for Smart automobiles. FREE SUBSCRIPTION, A $250 VALUE Andrew Harper s planning guidance and special offers turn already amazing destinations into pure perfection. 20% OFF Jump-start your year with 20% off a rejuvenating spa package and 20% off in-store purchases Sunday-Thursday. 20% OFF Fun fashion, classic style. Enjoy 20% off orders of $150 or more and FREE shipping. Outfit your family and save on the preppy looks you love. $300 OFF Charming hospitality. Receive a $300 resort credit at this legendary Forbes Five-Star award-winner on the Georgia coast. UP TO $5,000 OFF Driven to perform. Save on select BMW models. Less fuel consumption, more efficiency and more driving pleasure. PLATINUM STATUS Your window to the world. You ll enjoy immediate Platinum status when you join the DISCOVERY loyalty program. $150 OFF YOUR FIRST ORDER You re on the list. Get insider access to some of the world s finest and most sought-after vineyards. START WITH 50% OFF Smart fashion. Rent the most exquisite women s clothing and accessories at a fraction of retail. 15% OFF Sweet tooth? Get 15% off the gold standard in sweet treats to give family, clients and friends. 5% OFF Biking, hiking or walking trips. Enjoy savings of 5% off trips or receive 50% off a bike upgrade. $300 ALLOWANCE Use toward spa, sports, integrative wellness services and a complimentary room upgrade. UP TO $1,000 IN CREDITS Enjoy $500 in concierge credits for every villa reservation made up to $25,000 or $1,000 in concierge credits for every villa reservation over $25,000. UP TO $1,500 OFF Dreaming of a special timepiece? Annual membership offers access to enjoy the world s most exquisite watches.

5 Insights & Inspirations For the way you live. Insights & Inspirations presents Morgan Stanley thought leaders and distinguished Reserved contributors expertise on some of life s most important topics such as: Family travel Innovations in healthcare Philanthropic news and opportunities Tips for healthy aging New travel ideas and reviews Philanthropy is also an essential part of the Reserved experience. Whatever you are passionate about improving childhood education, eliminating hunger and homelessness, or lowering infant mortality rates our goal is to help you give back and support the causes that are close to your heart. The travel ideas we got from the program were amazing and helped us create a fantastic family vacation. The discounts on the trip didn t hurt at all! Morgan Stanley Reserved Client Experience the pool at your private villa with Global Hotel Alliance.

Enroll today. Start enjoying your benefits.

Living & Giving and enjoy all of the offers

We hope you ll make full use of the benefits

Follow one of these simple methods to enroll

Reserved Living & Giving website Visit www.

com/enroll and enter your unique code; you

6 Enroll today. Start enjoying your benefits. You are invited to experience Reserved Living & Giving and enjoy all of the offers and experiences, curated content, and philanthropic ideas awaiting you on the program s website. We hope you ll make full use of the benefits available to you and your family. Follow one of these simple methods to enroll in Reserved Living & Giving: Directly on the Reserved Living & Giving website Visit and enter your unique code; you may have received a letter with your code, or call the number below to obtain it. or Via Morgan Stanley Online Log in to your Morgan Stanley account and click the Reserved Living & Giving banner at the top of your homepage. If you have questions or need help, call the Client Service Center at

7 To automatically qualify for Reserved at no cost, a client s household must have and maintain $1 million in Eligible Assets and Liabilities or have paid at least $10,000 in annual managed fees/commissions (Compensable Revenue). Annual managed fees/commissions paid is generally defined as revenue generated in fee-based accounts and commissions generated in non-fee-based accounts and is calculated on a rolling 12-month basis. Not all revenue is included. Morgan Stanley reserves the right to exclude certain items of revenue in its sole discretion. The Firm is a diversified financial service company with millions of individual clients and corporations, institutions and governmental clients in several countries around the world. The Firm routinely enters into a variety of business relationships for which either the Firm receives compensation or pays for services, and such business relationships may include the named Service Provider, its employees or agents, or companies affiliated with the Service Provider. Participating Reserved partner offers are subject to change. Morgan Stanley Smith Barney LLC reserves the right to change or terminate the Reserved program at any time and without notice. Reserved program participants accounts and activity are reviewed periodically to confirm that they continue to qualify for Reserved. Morgan Stanley Smith Barney LLC shall not be responsible for, and does not represent, products or product providers. The manufacturer s warranty applies to all applicable merchandise offered. The actual merchandise available through the program may vary from pictures and descriptions that have been made available to you. All merchandise is subject to availability. See the details of each of the partner offers for specific partner terms and conditions Morgan Stanley Smith Barney LLC. Member SIPC. CRC /17 RES /17

IMPORTANT MEMBERSHIP FEATURES & BENEFITS

2019 UPDATE IMPORTANT MEMBERSHIP FEATURES & BENEFITS 1 setting up your logins step 1: how to access club information The most up-to-date club information can be accessed anytime through your exclusive