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Subject: RE: MBLY Tender [C] [I]
From: Zbynek Kozelsky
Date: Fri, 12 May 2017 14:09:24 -0400
To: Vahe Stepanian
Donald Summer
Cc: Stewart Oldfield
Classification: For internal use only
Vahe,
Ask Chris Harvey please (...without the client).
He might be able to direct you.
Thanks
{cid:[email protected]}
Zbynek "Ziggy" Kozelsky
Director I Branch Administrative Manager
Key Client Partners - Americas
Deutsche Bank Securities Inc.
Deutsche Asset & Wealth Management
345 Park Avenue, 26th Floor
New York, NY 10154
Tel.
Email:
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EFTA01432768
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From: Vahe Stepanian
Sent: Friday, May 12, 2017 2:07 PM
To: Zbynek Kozelsky; Donald Summer
Cc: Stewart Oldfield
Subject: FW: MBLY Tender [C] [I]
Classification: For internal use only
Zigs/Donnie — who should we call to get the answer to this question?
From: Stewart Oldfield
Sent: Friday, May 12, 2017 10:10 AM
To: Vahe Stepanian ; Joshua Shoshan
Subject: FW: MBLY Tender [C] [I]
Classification: For internal use only
Did either of you go back to him?
From: Richard Kahn [mailto:
Sent: Thursday, May 11, 2017 1:38 PM
To: Vahe Stepanian
EFTA01432769
Cc: Stewart Oldfield; Joshua Shoshan
Subject: Re: MBLY Tender [C]
if we do nothing what will happen?
please advise
thank you
Richard Kahn
HBRK Associates Inc.
575 Lexington Avenue 4th Floor
New York, NY 10022
tel
fax
cell
On May 10, 2017, at 4:58 PM, Vahe Stepanian e > wrote:
Classification: Confidential
HI Rich — we're reaching out as Southern Financial holds 800 MBLY in account
ending x804. As you likely saw - there is an MBLY currently tender offer
that is set to expire on 6/16/17, for which a mailing should have been sent
to you over the last few weeks. Regardless, we wanted to make sure the
details were in front of you in case you had questions.
EFTA01432770
Long story short — the tender was set at $63.54 per share for holders of
Mobileye, N.V. (details are attached). The offer is subject to Israeli
withholding tax of 25% unless holders provide an affidavit that they are
exempt. Holders who are EXEMPT from Israeli tax must declare so by fully
completing the attached Israeli Tax Declaration form to avoid the
withholding.
If you believe that Southern Financial is exempt — please complete and send
us the Tax Declaration Form. The deadline to instruct and submit paperwork
will be on or around 6/16/17.
A few key points:
1. Part I, section 7 (Contact Details): This is normally
the beneficially owner.
2. Part I, section 8. Select "through a Broker", and
write in Pershing, LLC
3. Part II, Be sure this is fully completed in the proper
category (individual, corporation, partnership, or trust.)
4. Part III: DO NOT COMPLETE—unless you are an Israeli
Bank, Broker of Financial Institution.
5. Part IV: Beneficial owner must sign. Unclear whether
Power or Attorney or Authorized Individual will be recognized
6. Part IV: Don't forget to enter number of shares!
I will be traveling over the next two weeks, so please make sure to CC this
group in case you have any questions.
Thank you,
Vahe
EFTA01432771
Vahe Stepanian
Key Client Partners
Deutsche Bank Securities Inc.
Tel.
Mobile
Email
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EFTA01432772
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<Israeli Tax Declaration Form.pdf><Offer To Purchase.pdf>
EFTA01432773
ℹ️ Document Details
SHA-256
0fb5b90b37d56b3eedef78979cca2c1e9e437ac90d1246dbd41874f452796d61
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EFTA01432768
Dataset
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Pages
6
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