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PERFORMANCE WARRANTS NOTES DEFERRED PURCHASE AGREEMENTS Market Linked Investment Supplementary Product Disclosure Statement 18 May 2015 MLI Coupon Plus Multiple Reference Assets Call Event Deferred
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Investors who want their returns to be tied to the performance of an underlying index or benchmark.
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A market linked investment is a financial product that provides returns based on the performance of an underlying asset, such as a stock index or commodity.
Investors who hold market linked investments are required to report them on their tax returns.
Market linked investments should be reported on the appropriate tax forms provided by the IRS or other tax authorities.
The purpose of market linked investments is to offer the potential for higher returns than traditional fixed-income investments, while also providing some level of downside protection.
Investors must report details such as the name of the investment, purchase date, purchase price, current value, and any income or gains earned.
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