Apr. 21, 2020
Apr. 21, 2020 To Whom It May Concern, I have received copy of the Notice of the Plan to compensate clients of DeVere USA Inc for unfair treatment. On or around 12 Nov 2015 I was provided investment advice by Devere in connection with the transfer of U.K. pension assets to overseas retirement plans that qualified under the U.K. tax authority’s regulations as a Qualifying Recognized Overseas Pension Scheme (“QROPS”). I would like to be considered for compensation under the terms of the Fair Fund settlement as an affected client. It is my understanding that my details were forwarded to the SEC for consideration for inclusion in the distribution of settlement funds. This email confirms my understanding of the Notice and Proposed Plan which I have reviewed and I am therefore providing affirmatory comment within the 30 day Notice period stated. Therefore please take this email as agreement to the terms published and a request for receipt of my allocation of the compensation funds in keeping with the terms of the Proposed Plan. If there is any further information that you require from me please do not hesitate to contact me. Yours Faithfully, Kim Taylor