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WARRANTS NOTES DEFERRED PURCHASE AGREEMENTS Market Linked Investment Product Disclosure Statement 20 January 2014 MLI Dual Opportunity Deferred Purchase Agreement AUD MLI 2014 03 USD MLI 2014 03 INVESTMENT

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What is market linked investment?

A market linked investment is a financial product that is tied to the performance of a particular market index, such as the S&P 500.

Who is required to file market linked investment?

Investors who own market linked investments are required to file them on their tax returns.

How to fill out market linked investment?

Market linked investments should be reported on Schedule D of the investor's tax return.

What is the purpose of market linked investment?

The purpose of market linked investments is to provide investors with the opportunity to earn returns based on the performance of the market index.

What information must be reported on market linked investment?

Investors must report the purchase price, sale price, and any dividends or interest earned on their market linked investments.

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