Summary
This Form 8-K filing by Ameriprise Financial, Inc. (AMP) on September 16, 2005, primarily serves to disclose important information related to its spin-off from American Express Company. The company is furnishing a revised Quarterly Statistical Supplement for the period ended June 30, 2005, addressing previously identified errors. More significantly, it attaches an Information Statement dated September 12, 2005, detailing the upcoming distribution of Ameriprise shares to American Express stockholders. This document is crucial for investors as it provides key details about the separation and sets the record date for the distribution as September 19, 2005. The filing confirms the impending separation of Ameriprise Financial from American Express, a significant corporate event that will establish Ameriprise as an independent, publicly traded entity. Investors should pay close attention to the Information Statement (Exhibit 99.2) for comprehensive details regarding the terms of the distribution, the business of Ameriprise, and potential implications for shareholders of both companies.
Key Highlights
- 1Ameriprise Financial, Inc. is filing an 8-K to disclose information related to its separation from American Express.
- 2The company is providing a revised Quarterly Statistical Supplement for the period ended June 30, 2005, correcting errors on pages 15 and A3.
- 3An Information Statement dated September 12, 2005, is attached as Exhibit 99.2, detailing the distribution of Ameriprise shares to American Express stockholders.
- 4The record date for the distribution of Ameriprise Financial common stock to American Express shareholders is set for September 19, 2005.
- 5This filing marks a significant step in Ameriprise's transition to becoming an independent, publicly traded company.