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Case lawAdvance Ruling › In re Morgan Stanley and Co. International Limited
Advance RulingHelps taxpayerSuperseded by amendments.2(14)s.45s.28s.90DTAA art 7DTAA art 5DTAA art 14

In re Morgan Stanley and Co. International Limited

We are a UK company registered as an FII, trading index and stock futures and options on Indian exchanges through brokers and custodians. Is that income taxable in India?

We are a UK company registered as an FII, trading index and stock futures and options on Indian exchanges through brokers and custodians. Is that income taxable in India?

No. The Authority ruled that the income derived by Morgan Stanley and Co. International Limited, a UK resident, from trading in exchange-traded derivative instruments in India would not be taxable in India under the India-UK agreement. It held first that income from derivative trading is business income and not capital gains, derivative contracts being excluded from the definition of capital asset. Business profits are taxable in India only through a permanent establishment, and the brokers, custodians and bankers the applicant used were independent agents acting for many clients in the ordinary course of their business, so no permanent establishment arose under article 5. The ruling binds only that applicant.

Pronounced by the Authority for Advance Rulings (Syed Shah Mohammed Quadri, J. (Chairman) and K. D. Singh, Member) on 2004-11-29, reported as [2005] 272 ITR 416 (AAR); (2005) 193 CTR (AAR) 161. It bears on section 2(14), section 45, section 28, section 90, section DTAA art 7, section DTAA art 5, section DTAA art 14 of the Income Tax Act 1961, in Capital Gains and Residence & Treaty Benefit matters.

Superseded by amendment. The characterisation limb no longer holds for a Foreign Institutional Investor. Section 2(14) as published at incometaxindia.gov.in now expressly includes in the definition of capital asset any securities held by a Foreign Institutional Investor which has invested in such securities in accordance with the SEBI regulations, so the business-income analysis on which this ruling turned cannot be carried across to an FII or FPI, and section 115AD supplies the charge. The independent-agent finding under article 5 is untouched by that amendment. No High Court or Supreme Court decision dealing with this ruling was found on Indian Kanoon. The Authority itself was replaced by the Board for Advance Rulings from 1 September 2021 (Finance Act 2021; Notification 96/2021), whose rulings are appealable to the High Court under section 245W, and the Income-tax Act 1961 was replaced by the Income-tax Act 2025 from 1 April 2026.

Why it matters

This is an early considered AAR treatment of derivative income earned by a foreign institutional investor, and it is useful for the sequence rather than the result. Characterisation comes first, and the Authority reasoned it from the nature of the instrument: an exchange-traded future or option has a life of about three months, carries no voting rights and involves no capital investment of the kind a share does, so a programme of trading in them is a business and not the realisation of investments. Placing the income in article 7 then made the permanent establishment question decisive, and the independent-agent finding on brokers and custodians did the rest. Both limbs need rechecking today - section 2(14) has since spoken directly to securities held by FIIs, and the India-UK agreement has moved on.

Binding only on the applicant who sought it, in respect of the transaction the ruling was sought on, and on the Principal Commissioner or Commissioner and the authorities subordinate to him in respect of that applicant and that transaction — and only until the law or the facts change (section 245S). It binds nobody else. The Tribunal and the courts nonetheless treat a considered ruling as persuasive, which is why practitioners cite them.

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