form8k-11292011.htm

 
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
 
 
FORM 8-K
 
 
CURRENT REPORT
 
Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934
 
Date of Report (Date of earliest event reported): June 3, 2011
 
Invesco Ltd.
(Exact name of registrant as specified in its charter)
 
 
         
Bermuda
  
001-13908
  
 98-0557567
(State or other jurisdiction
of incorporation)
  
(Commission File Number)
  
(IRS Employer
Identification No.)
 
     
1555 Peachtree Street, NE, Atlanta, Georgia
  
30309
(Address of principal executive offices)
  
(Zip Code)
 
Registrant’s telephone number, including area code: (404) 892-0896
 
n/a
(Former name or former address, if changed since last report.)
 
 
Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below):
 
¨
Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
 
¨
Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
 
¨
Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
 
¨
Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))



 
 
 
 

Item 1.01
Entry Into a Material Definitive Agreement.
 
    As previously reported in its Current Report on Form 8-K, filed with the SEC on June 7, 2011, the registrant and certain of its affiliates entered into a five-year unsecured $1.25 billion credit facility on June 3, 2011 (the “Credit Agreement”), which amended and restated its prior $1.25 billion credit agreement from May 2010. A copy of the Credit Agreement is filed herewith as Exhibit 10.1.
 


Item 9.01
  Financial Statements and Exhibits.
  
(d)
Exhibits.
     
Exhibit No.
  
Description
10.1
  
Credit Agreement, dated as of June 3, 2011, among Invesco Holding Company Limited, IVZ, Inc., Invesco Finance Limited, Invesco Finance, Inc., Invesco Ltd., the banks, financial institutions and other institutional lenders from time to time a party thereto and Bank of America, N.A., as administrative agent.
 

 
 

 




 
 
 


SIGNATURES
 
 
Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.
 
 
 
 
  Invesco Ltd.  
       
 
By:
/s/ Kevin M. Carome  
          Senior Managing Director and  
          General Counsel  
       
 
 
Date: December 23, 2011
 







 
 
 



Exhibit Index
 
     
Exhibit No.
  
Description
10.1
  
Credit Agreement, dated as of June 3, 2011, among Invesco Holding Company Limited, IVZ, Inc., Invesco Finance Limited, Invesco Finance, Inc., Invesco Ltd., the banks, financial institutions and other institutional lenders from time to time a party thereto and Bank of America, N.A., as administrative agent.