Invesco Ltd. (Exact name of registrant as specified in its charter)

Transcription

1 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C 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 4, 2018 Invesco Ltd. (Exact name of registrant as specified in its charter) Bermuda (State or other jurisdiction (Commission File Number) (IRS Employer of incorporation) Identification No.) 1555 Peachtree Street, N.E., Atlanta, Georgia (Address of principal executive offices) (Zip Code) Registrant's telephone number, including area code: (404) 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 ) Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR a-12) Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR d-2(b)) Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR e-4(c)) Indicate by check mark whether the registrant is an emerging growth company as defined in as defined in Rule 405 of the Securities Act of 1933 ( of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 ( b-2 of this chapter). Emerging growth company If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.

2 Item 7.01 Regulation FD Disclosure. On June 6, 2018, Invesco Ltd. ("Invesco") issued a press release announcing that Invesco has completed its acquisition of Intelliflo, a UK provider of advisor-focused digital solutions. A copy of that press release is attached hereto as Exhibit 99.1 and is incorporated herein by reference. Item 9.01 Financial Statements and Exhibits. (d) Exhibits. Exhibit No. Description 99.1 Press Release, dated June 6, 2018

3 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. Ltd. Robert H. Rigsby H. Rigsby Secretary Invesco By: /s/ Robert Assistant Date: June 6, 2018

4 Exhibit 99.1 's leading technology platform for financial advisors lliflo'smarket-leadingtechnologyandinvesco'sbroad deliverunrivalledsupportforukfinancialadvisorsto ATLANTA, June 6, 2018 Invesco Ltd. has acquired Intelliflo, a market-leading UK provider of advisor-focused digital solutions. Since its inception in 2004, Intelliflo has experienced rapid growth and has become the No. 1 technology platform for financial advisors in the UK 1, successfully supporting the business of approximately 30% of UK advisors. Intelliflo's Intelligent Office ("io") software platform is the backbone of the UK wealth sector, assisting financial advisors across the full advice journey including client relationship management, financial planning, client reporting, portfolio valuation and provision of advisor-led automated advice. "Invesco believes that financial advisors play an important role in enabling clients to reach their unique investment goals," said Martin L. Flanagan, President and CEO of Invesco. "The UK continues to be a key market focus for Invesco. We fully recognize that digital solutions are increasingly important as we seek to improve the support we provide for advisors to help them and their clients achieve their desired investment outcomes." "Invesco has a strong track record in the US, through our Jemstep digital advice business, of successfully partnering with and investing in technology experts to provide advisors with the innovative and flexible tools they need to develop their business, while maintaining an independent, open architecture approach," said Colin Meadows, Senior Managing Director and Chief Administrative Officer for Invesco. "We look forward to seeing what Intelliflo can achieve for UK advisors with increased product investment." "We are really excited by the promising future for our business and clients as part of Invesco's global organization," said Nick Eatock, Executive Chairman of Intelliflo. "This will allow us to significantly invest in our core technology to help advisers meet the rapidly evolving demands of providing advice in the 21 st Century." "Intelliflo is a truly innovative, market-leading technology provider," said Andrew Schlossberg, Senior Managing Director and Head of EMEA for Invesco. "With a shared focus on supporting advisors in delivering great investment outcomes for clients, we are excited by the opportunities this acquisition offers for our financial advisor partners and clients in the UK."

5 "In a comparatively short space of time, we have built one of the UK's largest pure-play Software as a Service (SaaS) businesses, and we now look forward to expanding our business, taking our market-leading technology into new markets across the globe," said Hamish Purdey, Intelliflo CEO. "We will continue with our open architecture philosophy after the sale it remains critically important to us that our financial advisor customers continue to be able to partner with the platforms, product providers, asset managers and software partners they choose." The transaction has closed. Given that the transaction was not material to Invesco's financial position, terms of the transaction were not disclosed. This transaction will not impact Invesco's intention to resume share buybacks by yearend 2018, when the firm's debt leverage is reduced to the previously announced targets. Evercore acted as financial adviser to Intelliflo. 1 Platform - Adviser Market: Fintech and Digital, January 2018 report ### For further information, please contact: Invesco Jane Bland, UK Jeaneen Terrio, US Intelliflo Via FTI Consulting +44 (0) James Melville-Ross / Matt Dixon / Emma Hall About Invesco Ltd. Invesco is an independent global investment management firm dedicated to delivering an investment experience that helps people get more out of life. NYSE: IVZ; About Intelliflo Intelliflo offers a comprehensive front-to-back office technology platform for financial advisers and their support teams. The business currently supports 19,000 investment professionals who manage in excess of 300bn of assets on behalf of more than 10.5 million end clients. Intelliflo sells to approximately 2,000 firms, including Legal & General, Nationwide Building Society and SimplyBiz (figures as at Dec. 31, 2017). Intelliflo's Intelligent Office ("io") software platform is the backbone of the UK wealth sector, supporting financial advisers across the full advice journey (including client relationship management, financial planning, client reporting, portfolio valuation and provision of automated advice). io operates from a single instance, multi-tenant SaaS platform which enables integration and connectivity, high scalability and rapid functionality development. Intelliflo has enjoyed rapid growth since its inception in In the past three years, it has achieved revenue CAGR of 19%, and in the year ended December 31, 2017, 91% of its revenues were recurring.