SEC Form 5
FORM 5 UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

ANNUAL STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
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OMB Number: 3235-0362
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Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
  
Form 3 Holdings Reported.
  
Form 4 Transactions Reported.
1. Name and Address of Reporting Person*
Taylor Philip

(Last) (First) (Middle)
11 GREENWAY PLAZA
SUITE 100

(Street)
HOUSTON TX 77046

(City) (State) (Zip)
2. Issuer Name and Ticker or Trading Symbol
Invesco Ltd. [ IVZ ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director 10% Owner
X Officer (give title below) Other (specify below)
Senior Managing Director
3. Statement for Issuer's Fiscal Year Ended (Month/Day/Year)
12/31/2007
4. If Amendment, Date of Original Filed (Month/Day/Year)
6. Individual or Joint/Group Filing (Check Applicable Line)
X Form filed by One Reporting Person
Form filed by More than One Reporting Person
Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year) 2A. Deemed Execution Date, if any (Month/Day/Year) 3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned at end of Issuer's Fiscal Year (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
Amount (A) or (D) Price
Ordinary Shares 12/04/2007 J(1) 32,983 D $0.00 0 D
Common Shares 12/04/2007 J(1) 16,491(1) A $0.00 5,698(2) D
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year) 3A. Deemed Execution Date, if any (Month/Day/Year) 4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year) 7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
(A) (D) Date Exercisable Expiration Date Title Amount or Number of Shares
Deferred Share Awards - Time Vesting (3) 12/04/2007 J(1) 16,951 02/28/2009 (4) Ordinary Shares 16,951 $0.00 0 D
Deferred Share Awards - Time Vesting (3) 12/04/2007 J(1) 8,476(1) 02/28/2009 (4) Common Shares 8,476 $0.00 8,476 D
Deferred Share Awards - Time Vesting (3) 12/04/2007 J(1) 16,951 02/28/2010 (4) Ordinary Shares 16,951 $0.00 0 D
Deferred Share Awards - Time Vesting (3) 12/04/2007 J(1) 8,476(1) 02/28/2010 (4) Common Shares 8,476 $0.00 8,476 D
Deferred Share Awards - Time Vesting (3) 12/04/2007 J(1) 16,952 02/28/2008 (4) Ordinary Shares 16,952 $0.00 0 D
Deferred Share Awards - Time Vesting (3) 12/04/2007 J(1) 8,476(1) 02/28/2008 (4) Common Shares 8,476 $0.00 8,476 D
Options to Purchase - Time Vesting (5) 12/04/2007 J(1) 25,000 12/09/2002 12/08/2009 Ordinary Shares 25,000 $0.00 0 D
Options to Purchase - Time Vesting (6) 12/04/2007 J(1) 12,500(1) 12/09/2002 12/08/2009 Common Shares 12,500 $0.00 12,500 D
Options to Purchase - Time Vesting (7) 12/04/2007 J(1) 89,400 12/04/2004 12/03/2011 Ordinary Shares 89,400 $0.00 0 D
Options to Purchase - Time Vesting (8) 12/04/2007 J(1) 44,700(1) 12/04/2004 12/03/2011 Common Shares 44,700 $0.00 44,700 D
Options to Purchase - Time Vesting (9) 12/04/2007 J(1) 34,425 08/07/2003 08/06/2010 Ordinary Shares 34,425 $0.00 0 D
Options to Purchase - Time Vesting (10) 12/04/2007 J(1) 17,213(1) 08/07/2003 08/06/2010 Common Shares 17,213 $0.00 17,213 D
Options to Purchase - Time Vesting (11) 12/04/2007 J(1) 5,000 08/26/2002 08/25/2009 Ordinary Shares 5,000 $0.00 0 D
Options to Purchase - Time Vesting (12) 12/04/2007 J(1) 2,500(1) 08/26/2002 08/25/2009 Common Shares 2,500 $0.00 2,500 D
Options to Purchase - Time Vesting (13) 12/04/2007 J(1) 25,000 12/01/2003 11/30/2010 Ordinary Shares 25,000 $0.00 0 D
Options to Purchase - Time Vesting (14) 12/04/2007 J(1) 12,500(1) 12/01/2003 11/30/2010 Common Shares 12,500 $0.00 12,500 D
Options to Purchase - Time Vesting (15) 12/04/2007 J(1) 333,333 12/31/2008 (16) Ordinary Shares 333,333 $0.00 0 D
Options to Purchase - Time Vesting (17) 12/04/2007 J(1) 166,667(16) 12/31/2008 (16) Common Shares 166,667 $0.00 166,667 D
Options to Purchase - Time Vesting (18) 12/04/2007 J(1) 333,333 12/31/2009 (16) Ordinary Shares 333,333 $0.00 0 D
Options to Purchase - Time Vesting (19) 12/04/2007 J(1) 166,667(1) 12/31/2009 (16) Common Shares 166,667 $0.00 166,667 D
Share Save Options to Purchase (20) 12/04/2007 J(1) 73 09/01/2009 03/30/2010 Ordinary Shares 73 $0.00 0 D
Share Save Options to Purchase (21) 12/04/2007 J(1) 37 09/01/2009 03/30/2010 Common Shares 37 $0.00 37 D
Explanation of Responses:
1. This Form 5 reports a reclassification of securities in a transaction subject to Rule 16b-7 and a reverse stock split subject to Rule 16a-9. On December 4, 2007, INVESCO PLC effected a redomicile to Bermuda pursuant to a U.K. Scheme of Arrangement under which all shareholders received Common Shares of Invesco Ltd., the new Bermuda parent company, in exchange for their Ordinary Shares, par value $0.10 per share, in INVESCO PLC (the "Redomicile"). Following the Redomicile, Invesco Ltd. effected a one-for-two reverse stock split, such that shareholders now hold Common Shares, par value $0.20 per share, in Invesco Ltd. All equity awards of the issuer were adjusted for these events, and the holdings described on this Form 5 represent the post-Redomicile holdings of the reporting person.
2. Reflects the common shares held as of 12-31-2007, which includes common shares acquired and disposed by the reporting person pursuant to transactions reported on Form 4s filed on December 4, 2007 and December 20, 2007.
3. Not applicable
4. Deferred share awards expire upon failure to vest
5. Exercise Price = 6.6000 Pounds Sterling per share
6. Exercise Price = 13.2000 Pounds Sterling per share
7. Exercise Price = 9.5000 Pounds Sterling per share
8. Exercise Price = 19.0000 Pounds Sterling per share
9. Exercise Price = 11.5800 Pounds Sterling per share
10. Exercise Price = 23.1600 Pounds Sterling per share
11. Exercise Price = 5.4350 Pounds Sterling per share
12. Exercise Price = 10.8700 Pounds Sterling per share
13. Exercise Price = 11.0000 Pounds Sterling per share
14. Exercise Price = 22.0000 Pounds Sterling per share
15. Exercise Price = 0.2500 Pounds Sterling per share
16. 30 days after vesting or, if vesting occurs during Closing Period, 30 days after end of Close Period
17. Exercise Price = 0.5000 Pounds Sterling per share
18. Exercise Price = 0.2500 Pounds Sterling per share
19. Exercise Price = 0.5000 Pounds Sterling per share
20. Exercise Price = 5.0000 Pounds Sterling per share
21. Exercise Price = 10.0000 Pounds Sterling per share
Remarks:
/s/ Jonathan J. Doyle, as Attorney-in-Fact 02/14/2008
** Signature of Reporting Person Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
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