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Issue No. 525 Application Form ISA Transfer Closing Date: 22 May 2009 Protected FTSE Bonus Plus Plan IV Please complete in BLOCK LETTERS and in black ink, and return to your financial adviser or to
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Protected FTSE Bonus Plus is a financial product that offers protection on the principal investment while providing the opportunity to earn additional returns linked to the performance of the FTSE index.
Investors or financial institutions who have purchased or issued protected FTSE Bonus Plus products are required to report it for tax purposes.
Protected FTSE Bonus Plus forms can usually be filled out online or through the financial institution that issued the product. It is important to accurately report all the necessary information as required.
The purpose of protected FTSE Bonus Plus is to provide investors with a low-risk investment option that still offers the potential for high returns linked to the stock market performance.
The reporting of protected FTSE Bonus Plus should include details such as the amount invested, the performance of the FTSE index, any bonus payments received, and any taxes paid on the returns.
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