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SC TO-I
WHITE MOUNTAINS INSURANCE GROUP LTD filed this SC TO-I on 04/10/2018
DOCUMENT OUTLINE
Entire document (1289.8 KB)
Sub document 1 - SC TO-I - SC TO-I
Page 1 - UNITED STATES
Page 2 - INTRODUCTION
Page 3 - Item 5. Past Contacts, Transactions, Negotiations and Agreements.
Page 4 - Item 11. Additional Information.
Page 5 - Item 13. Information Required by Schedule 13E-3.
Page 6 - INDEX OF EXHIBITS
Page 7 - SIGNATURE
Page 8 - N/A
Sub document 2 - EX-99.(A)(1)(A) - EX-99.(A)(1)(A)
Page 1 - Exhibit (a)(1)(A)
Page 2 - SHAREHOLDERS ARE URGED TO OBTAIN A CURRENT MARKET QUOTATION FOR THE SHARES.
Page 3 - IMPORTANT
Page 4 - MADE OR GIVEN, SUCH RECOMMENDATION AND SUCH INFORMATION AND REPRESENTATIONS MUST NOT BE RELIED UPON
Page 5 - TABLE OF CONTENTS
Page 6 - SUMMARY TERM SHEET
Page 7 - How Much Are You Offering To Pay And What Is The Form Of Payment?
Page 8 - If I Own Fewer Than 100 Shares And I Tender All Of My Shares, Will I Be Subject To Proration?
Page 9 - Can The Offer Be Extended Or Terminated And Under What Circumstances?
Page 10 - May Holders Of Equity Awards Under White Mountains's Long-Term Incentive Plan Participate In The Off
Page 11 - What Does The Board Think Of The Offer?
Page 12 - Following The Offer, Will The Company Continue As A Public Company?
Page 13 - Who Can I Talk To If I Have Questions About The Offer?
Page 14 - FORWARD-LOOKING STATEMENTS
Page 15 - INTRODUCTION
Page 16 - THE OFFER IS NOT CONDITIONED UPON THE RECEIPT OF FINANCING OR ANY MINIMUM NUMBER OF SHARES BEING TEN
Page 17 - YOU SHOULD READ CAREFULLY THE INFORMATION SET FORTH OR INCORPORATED BY REFERENCE IN THIS OFFER TO PU
Page 18 - THE OFFER
Page 19 - THE OFFER IS NOT CONDITIONED UPON THE RECEIPT OF FINANCING OR ANY MINIMUM NUMBER OF SHARES BEING TEN
Page 20 - A tender of Shares will be proper if, and only if, one of these boxes is checked on the Letter of Tr
Page 21 - Procedure for the White Mountains Retirement Plan.
Page 22 - Guaranteed Delivery.
Page 23 - TRANSFER, BY BOOK-ENTRY CONFIRMATION). IF DELIVERY IS BY MAIL, REGISTERED MAIL WITH RETURN RECEIPT R
Page 24 - ANY TENDERING SHAREHOLDER OR OTHER PAYEE WHO FAILS TO COMPLETE FULLY AND SIGN THE SUBSTITUTE FORM W-
Page 25 - N/A
Page 26 - Under no circumstances will we pay interest on the Purchase Price, including but not limited to, by
Page 27 - OUR BOARD HAS APPROVED THE OFFER. HOWEVER, NONE OF THE COMPANY, OUR BOARD, THE DEALER MANAGERS, THE
Page 28 - EACH SHAREHOLDER IS URGED TO CONSULT HIS OR HER OWN TAX ADVISOR WITH RESPECT TO THE U.S. FEDERAL, ST
Page 29 - PARTICIPATING IN THE OFFER, AS WELL AS ANY TAX CONSEQUENCES ARISING UNDER THE LAWS OF ANY OTHER TAXI
Page 30 - Determination of Sale or Distribution Treatment.
Page 31 - Substantially Disproportionate.
Page 32 - SHAREHOLDERS ARE URGED TO OBTAIN A CURRENT MARKET QUOTATION FOR THE SHARES.
Page 33 - N/A
Page 34 - Where You Can Find More Information.
Page 35 - N/A
Page 36 - Long-Term Incentive Plan
Page 37 - Director Compensation
Page 38 - N/A
Page 39 - N/A
Page 40 - N/A
Page 41 - OUR BOARD HAS APPROVED THE OFFER. HOWEVER, NONE OF THE COMPANY, OUR BOARD, THE DEALER MANAGERS, THE
Page 42 - N/A
Page 43 - SCHEDULE I
Page 44 - The Depositary for the Offer is:
Sub document 3 - EX-99.(A)(1)(B) - EX-99.(A)(1)(B)
Page 1 - Exhibit (a)(1)(B)
Page 2 - VOLUNTARY CORPORATE ACTIONS COY: WTM
Page 3 - You should understand that this election may lower the purchase price paid for all purchased Shares
Page 4 - PLEASE READ CAREFULLY THE INSTRUCTIONS SET FORTH BELOW BEFORE COMPLETING THIS LETTER OF TRANSMITTAL.
Page 5 - PRICE PER SHARE AT WHICH SHARES ARE BEING TENDERED
Page 6 - ODD LOTS
Page 7 - NOTE: SIGNATURES MUST BE PROVIDED BELOW
Page 8 - VOLUNTARY CORPORATE ACTIONS COY: WTM
Page 9 - PLEASE READ THE ACCOMPANYING INSTRUCTIONS CAREFULLY
Page 10 - SIGN HERE
Page 11 - SIGN HERE
Page 12 - GUARANTEE OF SIGNATURE(S)
Page 13 - IMPORTANT TAX INFORMATION
Page 14 - YOU MUST COMPLETE THE FOLLOWING CERTIFICATE IF YOU CHECKED
Page 15 - VOLUNTARY CORPORATE ACTIONS COY: WTM
Page 16 - Guidelines for Determining the Proper Identification Number to Give the Payer
Page 17 - Resident Alien Individuals:
Page 18 - Note:
Page 19 - INSTRUCTIONS
Page 20 - Partial Tenders and Unpurchased Shares.
Page 21 - You should understand that checking box under "1. Shares Tendered at a Price Determined Pursuant to
Page 22 - Request for Assistance or Additional Copies.
Page 23 - The Depositary for the Offer is:
Page 24 - N/A
Sub document 4 - EX-99.(A)(1)(C) - EX-99.(A)(1)(C)
Page 1 - Exhibit (a)(1)(C)
Page 2 - NUMBER OF SHARES TO BE TENDERED: SHARES
Page 3 - ODD LOTS
Page 4 - N/A
Page 5 - GUARANTEE
Page 6 - N/A
Sub document 5 - EX-99.(A)(1)(D) - EX-99.(A)(1)(D)
Page 1 - Exhibit (a)(1)(D)
Page 2 - Shareholders must make their own decision as to whether to tender their Shares and, if so, how many
Sub document 6 - EX-99.(A)(1)(E) - EX-99.(A)(1)(E)
Page 1 - Exhibit (a)(1)(E)
Page 2 - First
Page 3 - If you wish to have us tender any or all of your Shares, please so instruct us by completing, execut
Page 4 - INSTRUCTION FORM WITH RESPECT TO
Page 5 - NUMBER OF SHARES TO BE TENDERED: SHARES*
Page 6 - CHECK ONLY THE BOX UNDER 1 OR 2 BELOW. IF BOTH BOXES UNDER 1 OR 2 ARE CHECKED, OR IF NEITHER OF THE
Page 7 - ODD LOTS
Page 8 - SIGN HERE
Page 9 - N/A
Sub document 7 - EX-99.(A)(1)(F) - EX-99.(A)(1)(F)
Page 1 - Exhibit (a)(1)(F)
Page 2 - must make his or her own decision after consulting with his or her own advisors whether to tender Sh
Page 3 - Under no circumstances will the Company pay interest on the Purchase Price, including, but not limit
Page 4 - The Information Agent for the Offer is:
Sub document 8 - EX-99.(A)(1)(G) - EX-99.(A)(1)(G)
Page 1 - Exhibit (a)(1)(G)
Page 2 - www.sec.gov
Page 3 - N/A
Sub document 9 - EX-99.(A)(1)(H) - EX-99.(A)(1)(H)
Page 1 - Exhibit (a)(1)(H)
Page 2 - You must direct the Trustee or the Special Trustee if you want to tender your Plan Shares and, if yo
Page 3 - Agent receives your Notice of Withdrawal or other withdrawal notice by 5:00 p.m., New York City time
Page 4 - QUESTIONS AND ANSWERS WITH RESPECT TO
Page 5 - First,
Page 6 - You must complete, sign and mail this document to the Agent if you wish to direct the Trustee or the
Page 7 - Do not deliver your instructions to your Human Resources Department or Benefit Plans Administrative
Page 8 - The Notice of Withdrawal cannot be sent by facsimile. Any Notice of Withdrawal that is sent by facsi
Page 9 - OPERATION OF THE PLAN DURING THE OFFER
Page 10 - ELECTION FORM
Page 11 - You must direct the Trustee or the Special Trustee if you want to tender your Plan Shares and, if yo
Page 12 - NOTICE OF WITHDRAWAL FROM THE TENDER OFFER
Page 13 - N/A
Sub document 10 - EX-99.(A)(1)(I) - EX-99.(A)(1)(I)
Page 1 - Exhibit (a)(1)(I)
Sub document 11 - EX-99.(A)(5) - EX-99.(A)(5)
Page 1 - Exhibit (a)(5)
Page 2 - TENDER OFFER STATEMENT
Page 3 - actions taken by ratings agencies from time to time, such as financial strength or credit ratings do
Sub document 12 - EX-99.(D)(6) - EX-99.(D)(6)
Page 1 - Exhibit (d)(6)
Page 2 - SECTION 2.
Page 3 - SECTION 3.
Page 4 - SECTION 4.
Page 5 - N/A
Page 6 - SECTION 7.
Page 7 - SECTION 9.
Page 8 - Surplus Notes
Page 9 - If to the Grantor
Page 10 - If to the Trustee
Page 11 - IN WITNESS WHEREOF,
Page 12 - EXHIBIT A
Sub document 13 - EX-99.(D)(7) - EX-99.(D)(7)
Page 1 - Exhibit (d)(7)
Page 2 - TABLE OF CONTENTS
Page 3 - N/A
Page 4 - Company
Page 5 - Business Day
Page 6 - Issue Date
Page 7 - Series 2012-B Purchaser
Page 8 - Deleted.
Page 9 - Principal
Page 10 - Pre-Payment
Page 11 - ARTICLE VI
Page 12 - pari passu
Page 13 - Successors and Assigns; Third Party Beneficiaries
Page 14 - [SIGNATURE PAGE FOLLOWS]
Page 15 - N/A
Page 16 - SCHEDULE I
Page 17 - EXHIBIT A
Page 18 - N/A
Page 19 - [SIGNATURE PAGE FOLLOWS]
Page 20 - N/A
Page 21 - EXHIBIT B
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