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Brookfield Asset Management Ltd. issued $750,000,000 of long‑dated notes carrying a fixed 6.077% coupon due 2055. The notes were issued under the company's existing base indenture as supplemented by a second supplemental indenture, and are governed by an indenture naming Computershare Trust Company of Canada as Canadian Trustee and Computershare Trust Company, National Association as U.S. Trustee. The filing records this issuance as the creation of a direct financial obligation and references the related indenture documents and exhibits.
Brookfield Asset Management Ltd. announced a debt offering of US$750,000,000 in aggregate principal amount of 6.077% notes due 2055. The company entered into an Underwriting Agreement on September 4, 2025, with Wells Fargo Securities, LLC and Morgan Stanley & Co. LLC as representatives of the underwriters. The notes were offered under Brookfield’s base shelf prospectus dated August 5, 2025, and a final prospectus supplement dated September 4, 2025, filed with the Commission on September 5, 2025. The filing includes the underwriting agreement and legal consents.
Brookfield Asset Management Ltd. (BAM) prospectus supplement discloses terms and related documentation for debt and equity offerings and incorporates multiple filed reports by reference. The notes have an effective yield of 6.077% if held to September 15, 2055. The filing incorporates BAM’s audited 2024 Annual Report on Form 10-K, asset-management financials, Oaktree group statements, Form 8-K/A with pro forma information for the 2025 Arrangement, the Q2 2025 Form 10-Q, and management information circulars, plus preliminary and final term sheets for the notes dated September 4, 2025. The document lists detailed risk factors including market volatility, regulatory and tax risks, interest-rate and foreign-exchange exposure, operational and IT risks, litigation, and dependence on asset-management cash flows. It also sets out redemption pricing mechanics tied to a Treasury Rate methodology and describes indentures and trustee arrangements for multiple issuers and guarantors.
Brookfield Asset Management Ltd. disclosed that it has launched an offering of $750 million of 6.077% senior notes due 2055. These are long-term debt securities that will require Brookfield to pay 6.077% interest each year until their 2055 maturity. The company has provided a press release and both preliminary and final Canadian term sheets as exhibits, which outline the detailed terms of the notes and are tied to its existing Form F-10 shelf registration in Canada and the U.S.
Brookfield Asset Management Ltd. (BAM) prospectus supplement and related base shelf prospectus describe a notes offering and incorporate multiple filed documents by reference, including BAM's 2024 Annual Report on Form 10-K, periodic Form 8-K filings, and the Q2 2025 Form 10-Q. The filing lists extensive risk factors affecting BAM's business, notes that one underwriter is an affiliate creating a FINRA Rule 5121 conflict for which the offering complies, and outlines mechanics for note redemption including a Treasury Rate methodology and change-of-control procedures. The prospectus also explains available indentures for BAM and related finance issuers and the types of securities and terms that will be specified in prospectus supplements for each offering.
Brookfield Asset Management (NYSE:BAM) filed a Form 8-K reporting Board-approved amendments to its Code of Business Conduct and Ethics under Item 5.05.
The changes, approved on May 5 2025, are expressly characterized as non-substantive “clean-up and clarifying” revisions that apply to all directors, officers, employees and temporary workers. The updated Code is provided as Exhibit 14.1 and incorporated by reference.
No other items, financial data or strategic updates were included, indicating no immediate impact on operations, governance structure or financial condition.