# EDGAR Filing Document

**Accession Number:** 0001937926
**File Stem:** 0001104659-26-043367
**Filing Date:** 2026-4
**Character Count:** 20928
**Document Hash:** f4cf58cdf505078075ef0cdd017042a6
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001104659-26-043367.hdr.sgml**: 20260415

**ACCESSION NUMBER**: 0001104659-26-043367

**CONFORMED SUBMISSION TYPE**: 8-K

**PUBLIC DOCUMENT COUNT**: 13

**CONFORMED PERIOD OF REPORT**: 20260414

**ITEM INFORMATION**: Other Events

**ITEM INFORMATION**: Financial Statements and Exhibits

**FILED AS OF DATE**: 20260415

**DATE AS OF CHANGE**: 20260414

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Brookfield Asset Management Ltd.
- **CENTRAL INDEX KEY:** 0001937926
- **STANDARD INDUSTRIAL CLASSIFICATION:** INVESTMENT ADVICE [6282]
- **ORGANIZATION NAME:** 02 Finance
- **EIN:** 000000000
- **STATE OF INCORPORATION:** A1
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 8-K
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 001-41563
- **FILM NUMBER:** 26862150

**BUSINESS ADDRESS:**
- **STREET 1:** BROOKFIELD PLACE
- **STREET 2:** 225 LIBERTY STREET, 8TH FLOOR
- **CITY:** NEW YORK
- **STATE:** NY
- **BUSINESS PHONE:** 416-363-9491

**MAIL ADDRESS:**
- **STREET 1:** BROOKFIELD PLACE
- **STREET 2:** 225 LIBERTY STREET, 8TH FLOOR
- **CITY:** NEW YORK
- **STATE:** NY

?xml version='1.0' encoding='ASCII'?

**UNITED STATES**

**SECURITIES AND EXCHANGE COMMISSION**

**Washington, D.C. 20549**

**FORM 8-K**

**CURRENT REPORT**

**Pursuant to Section 13 or 15(d)**

**of the Securities Exchange Act of 1934**

**Date of Report (Date of earliest event reported): April 14, 2026**

**Brookfield Asset Management Ltd.**

**(Exact name of registrant as specified in its charter)**

---

| | | |
|:---|:---|:---|
| **British Columbia, Canada** | **001-41563** | **98-1702516** |
| **(State or Other Jurisdiction <br> of Incorporation)** | **(Commission <br> File No.)** | **(IRS Employee <br> Identification No.)** |

---

**Brookfield Place**

**225 Liberty Street, 8th Floor**

**New York, New York, 10281-1048**

**(Address of Principal Executive Offices)**

**(212) 417-7000**

**(Registrant's telephone number, including area code)**

**(Former name or former address, if changed since last report)**

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

◻ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

◻ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

¨ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

◻ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

---

| | | |
|:---|:---|:---|
| **Title of Each Class** | **Trading <br> Symbol(s)** | **Name of Each Exchange <br> on Which Registered** |
| Class A Limited Voting Shares | BAM | New York Stock Exchange |

---

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company ¨

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ¨

---

| | |
|:---|:---|
| **Item 8.01** | **Other Events.** |

---

On April 14, 2026, Brookfield Asset Management Ltd. ("<u>BAM</u>") announced its offering of (i) US$550 million principal amount of senior notes due 2031, which will bear interest at a rate of 4.832% per annum (the "<u>2031 Notes</u>"), and (ii) US$450 million re-opening of its 5.298% senior notes due 2036, (the "<u>New 2036 Notes</u>" and, together with the 2031 Notes, the "<u>Notes</u>"). The New 2036 Notes will form part of the same series as the already outstanding US$400 million principal amount of 5.298% senior notes due 2036, which were issued on November 18, 2025. After giving effect to the re-opening, the aggregate principal amount of the series will be US$850 million.

The Preliminary Canadian Term Sheet and the Final Canadian Term Sheet relating to the sale of the Notes are filed as Exhibits 99.1 and 99.2 to this Current Report on Form 8-K and are incorporated by reference into this Item 8.01 and BAM's Registration Statement on [Form F-10 (File No. 333-293350)](https://www.sec.gov/Archives/edgar/data/1937926/000110465926012651/tm265429d1_f10.htm).

---

| | |
|:---|:---|
| **Item 9.01** | **Financial Statements and Exhibits.** |

---

(d) Exhibits.

---

| | |
|:---|:---|
| Exhibit<br> Number | Description |
| [99.1](tm2611470d2_ex99-1.htm) | [Preliminary Canadian Term Sheet, dated April 14, 2026.](tm2611470d2_ex99-1.htm) |
| [99.2](tm2611470d2_ex99-2.htm) | [Final Canadian Term Sheet, dated April 14, 2026.](tm2611470d2_ex99-2.htm) |
| 104 | Cover Page Interactive Data File (embedded within the Inline XBRL document). |

---

**SIGNATURES**

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

Date: April 14, 2026

---

| | |
|:---|:---|
| **Brookfield Asset Management Ltd.** | **Brookfield Asset Management Ltd.** |
| By: | /s/ Kathy Sarpash |
| Name: | Kathy Sarpash |
| Title: | Managing Director, Legal & Regulatory and Corporate Secretary |

---

## Exhibit 99.1

**Exhibit 99.1**

***A final base shelf prospectus containing important information relating to the securities described in this document has been filed with the securities regulatory authorities in each of the provinces of Canada. The final base shelf prospectus, any applicable shelf prospectus supplement and any amendment to the documents are accessible through SEDAR+. Copies of the documents may be obtained from RBC Capital Markets, LLC by calling 1-866-375-6829 or by emailing rbcnyfixedincomeprospectus@rbccm.com or from SMBC Nikko Securities America, Inc. by calling 1-888-868-6856 or by emailing prospectus@smbcnikko-si.com.***

 ****

***This document does not provide full disclosure of all material facts relating to the securities offered. Investors should read the final base shelf prospectus, any applicable shelf prospectus supplement and any amendment to the documents for disclosure of those facts, especially risk factors relating to the securities offered, before making an investment decision.***

**BROOKFIELD ASSET MANAGEMENT LTD.**

**US$[●] [●]% NOTES DUE 2031** 

**US$[●] 5.298% NOTES DUE 2036**

**PRELIMINARY TERM SHEET**

**April 14, 2026**

---

| | |
|:---|:---|
| **Issuer:** | &nbsp;&nbsp;Brookfield Asset Management Ltd. |
| **Security:** | &nbsp;&nbsp; [●]% Senior Unsecured Notes due [●], 2031 (the "2031 Notes")<br>5.298% Senior Unsecured Notes due January 15, 2036 (the "2036 Notes" and, together with the 2031 Notes, the "Notes")<br>|
| **Format:** | &nbsp;&nbsp;SEC registered |
| **Principal Amount:** | &nbsp;&nbsp; 2031 Notes: US$[●]<br>2036 Notes: US$[●]<br>The 2036 Notes will be in addition to and form part of the same series of notes as the US$400,000,000 aggregate principal amount of Brookfield Asset Management Ltd.'s 5.298% notes due 2036, which were originally issued on November 18, 2025 (the "Original 2036 Notes"). After giving effect to this offering, there will be a total of US$[●] aggregate principal amount of notes of this series issued and outstanding.<br>One or more of the underwriters may sell to affiliates of Brookfield Wealth Solutions Ltd. and/or certain other institutional investors up to approximately US$[●] aggregate principal amount (if any) of the 2031 Notes and/or up to approximately US$[●] aggregate principal amount (if any) of the 2036 Notes at the respective public offering price (for which no underwriting discount or commissions will be paid).<br>|

---

---

| | |
|:---|:---|
| **Trade Date:** | &nbsp;&nbsp;April 14, 2026 |
| **Expected Settlement Date:** | &nbsp;&nbsp; 2031 Notes: April 17, 2026 (T+3)<br>2036 Notes: April 17, 2026 (T+3)<br>|
| **Maturity Date:** | &nbsp;&nbsp; 2031 Notes: [●], 2031<br>2036 Notes: January 15, 2036<br>|
| **Coupon:** | &nbsp;&nbsp; 2031 Notes: [●]%<br>2036 Notes: 5.298% (interest on the 2036 Notes will accrue from November 18, 2025)<br>|
| **Interest Payment Dates:** | &nbsp;&nbsp; 2031 Notes: [●] and [●], commencing [●], 2026<br>2036 Notes: January 15 and July 15, commencing July 15, 2026<br>|
| **Price to Public:** | &nbsp;&nbsp; 2031 Notes: [●]% of the principal amount<br>2036 Notes: [●]% of the principal amount plus accrued interest of US$[●] from November 18, 2025<br>|
| **Benchmark Treasury:** | &nbsp;&nbsp;[The Spread to Benchmark Treasury, and any disclosure relating to the Spread to Benchmark Treasury, has been removed in accordance with subsection 9A.3(4) of National Instrument 44-102 – Shelf Distributions ("NI 44-102").] |
| **Benchmark Treasury Price & Yield:** | &nbsp;&nbsp;[The Spread to Benchmark Treasury, and any disclosure relating to the Spread to Benchmark Treasury, has been removed in accordance with subsection 9A.3(4) of NI 44-102.] |
| **Spread to Benchmark Treasury:** | &nbsp;&nbsp;[The Spread to Benchmark Treasury, and any disclosure relating to the Spread to Benchmark Treasury, has been removed in accordance with subsection 9A.3(4) of NI 44-102.] |

---

---

| | |
|:---|:---|
| **Yield:** | &nbsp;&nbsp; 2031 Notes: [●]%<br>2036 Notes: [●]%<br>|
| **Denominations:** | &nbsp;&nbsp;Initial denominations of US$2,000 and subsequent multiples of US$1,000 |
| **Covenants:** | &nbsp;&nbsp; Change of control (put @ 101%)<br>Negative pledge<br>Consolidation, merger, amalgamation and sale of substantially all assets<br>|
| **Optional Redemption Provisions:** |  |
| &nbsp;&nbsp;&nbsp;**Make-Whole Call:** | &nbsp;&nbsp; 2031 Notes: Prior to [●], 20[●] (one month prior to maturity), treasury rate *plus* [●] basis points<br>2036 Notes: Prior to October 15, 2035 (three months prior to maturity), treasury rate *plus* 20 basis points<br>|
| &nbsp;&nbsp;&nbsp;**Par Call:** | &nbsp;&nbsp; 2031 Notes: At any time on or after [●], 20[●] (one month prior to maturity), at 100% of the principal amount of the 2031 Notes to be redeemed<br>2036 Notes: At any time on or after October 15, 2035 (three months prior to maturity), at 100% of the principal amount of the 2036 Notes to be redeemed<br>|
| **Use of Proceeds:** | &nbsp;&nbsp;The net proceeds from the sale of the Notes will be used for general corporate purposes |
| **CUSIP / ISIN:** | &nbsp;&nbsp; 2031 Notes: 113004 AE5 / US113004AE50<br>2036 Notes: 113004 AC9 / US113004AC94<br>|

---

---

| | |
|:---|:---|
| **Joint Book-Running Managers<sup>1</sup>:** | &nbsp;&nbsp; RBC Capital Markets, LLC<br>SMBC Nikko Securities America, Inc.<br>**[●]**<br>|
| **Co-Managers:** | &nbsp;&nbsp;**[●]** |

---

**Under Rule 15c6-1 under the U.S. Securities Exchange Act of 1934, trades in the secondary market generally are required to settle in one business day unless the parties to any such trade expressly agree otherwise. Accordingly, purchasers who wish to trade the Notes prior to the delivery of the Notes hereunder may be required, by virtue of the fact that the Notes initially will settle in T+3, to specify an alternative settlement cycle at the time of any such trade to prevent a failed settlement. Purchasers of the Notes who wish to trade the Notes prior to their date of delivery hereunder should consult their own advisors.**

**The 2031 Notes will be issued as a separate series of debt securities under a fifth supplemental indenture to be dated as of the date of the issuance of the 2031 Notes (the "Fifth Supplemental Indenture") to the base indenture dated as of April 24, 2025 (the "Base Indenture") (together with the Fifth Supplemental Indenture, the "2031 Indenture"), among Brookfield Asset Management Ltd., Computershare Trust Company of Canada, as Canadian trustee, and Computershare Trust Company, N.A., as U.S. trustee. The 2036 Notes will be issued on the same terms and conditions as the Original 2036 Notes, except for the issue date and the issue price, under the Base Indenture and the fourth supplemental indenture, dated as of November 18, 2025 (the "Fourth Supplemental Indenture"), as supplemented by a supplemental indenture thereto to be dated as of the date of the issuance of the 2036 Notes (the "Supplemented Fourth Supplemental Indenture" and together with the Base Indenture, the "2036 Indenture"). The 2031 Indenture and the 2036 Indenture are together referred to as the "Indenture". The foregoing is a summary of certain of the material attributes and characteristics of the Notes, which does not purport to be complete and is qualified in its entirety by reference to the Indenture.** 

**No PRIIPs or UK PRIIPs key information document (KID) has been prepared as European Economic Area or UK retail investors are not targeted.**

<sup>1</sup> This offering will be made in Canada by RBC Dominion Securities Inc., a broker-dealer affiliate of RBC Capital Markets, LLC**.**

## Exhibit 99.2

**Exhibit 99.2**

***A final base shelf prospectus containing important information relating to the securities described in this document has been filed with the securities regulatory authorities in each of the provinces of Canada. The final base shelf prospectus, any applicable shelf prospectus supplement and any amendment to the documents are accessible through SEDAR+. Copies of the documents may be obtained from RBC Capital Markets, LLC by calling 1-866-375-6829 or by emailing rbcnyfixedincomeprospectus@rbccm.com or from SMBC Nikko Securities America, Inc. by calling 1-888-868-6856 or by emailing prospectus@smbcnikko-si.com.***

 ****

***This document does not provide full disclosure of all material facts relating to the securities offered. Investors should read the final base shelf prospectus, any applicable shelf prospectus supplement and any amendment to the documents for disclosure of those facts, especially risk factors relating to the securities offered, before making an investment decision.***

**BROOKFIELD ASSET MANAGEMENT LTD.**

**US$550,000,000 4.832% NOTES DUE 2031** 

**US$450,000,000 5.298% NOTES DUE 2036**

**FINAL TERM SHEET**

**April 14, 2026**

---

| | |
|:---|:---|
| **Issuer:** | &nbsp;&nbsp;Brookfield Asset Management Ltd. |
| **Security:** | &nbsp;&nbsp; 4.832% Senior Unsecured Notes due April 15, 2031 (the "2031 Notes")<br>5.298% Senior Unsecured Notes due January 15, 2036 (the "2036 Notes" and, together with the 2031 Notes, the "Notes")<br>|
| **Format:** | &nbsp;&nbsp;SEC registered |
| **Principal Amount:** | &nbsp;&nbsp; 2031 Notes: US$550,000,000<br>2036 Notes: US$450,000,000<br>The 2036 Notes will be in addition to and form part of the same series of notes as the US$400,000,000 aggregate principal amount of Brookfield Asset Management Ltd.'s 5.298% notes due 2036, which were originally issued on November 18, 2025 (the "Original 2036 Notes"). After giving effect to this offering, there will be a total of US$850,000,000 aggregate principal amount of notes of this series issued and outstanding.<br>|

---

---

| | |
|:---|:---|
| **Trade Date:** | &nbsp;&nbsp;April 14, 2026 |
| **Expected Settlement Date:** | &nbsp;&nbsp; 2031 Notes: April 17, 2026 (T+3)<br>2036 Notes: April 17, 2026 (T+3)<br>|
| **Maturity Date:** | &nbsp;&nbsp; 2031 Notes: April 15, 2031<br>2036 Notes: January 15, 2036<br>|
| **Coupon:** | &nbsp;&nbsp; 2031 Notes: 4.832%<br>2036 Notes: 5.298% (interest on the 2036 Notes will accrue from November 18, 2025)<br>|
| **Interest Payment Dates:** | &nbsp;&nbsp; 2031 Notes: April 15 and October 15, commencing October 15, 2026<br>2036 Notes: January 15 and July 15, commencing July 15, 2026<br>|
| **Price to Public:** | &nbsp;&nbsp; 2031 Notes: 100.000% of the principal amount<br>2036 Notes: 98.962% of the principal amount plus accrued interest of US$9,867,525.00 from November 18, 2025<br>|
| **Benchmark Treasury:** | &nbsp;&nbsp;[The Spread to Benchmark Treasury, and any disclosure relating to the Spread to Benchmark Treasury, has been removed in accordance with subsection 9A.3(4) of National Instrument 44-102 – Shelf Distributions ("NI 44-102").] |
| **Benchmark Treasury Price & Yield:** | &nbsp;&nbsp;[The Spread to Benchmark Treasury, and any disclosure relating to the Spread to Benchmark Treasury, has been removed in accordance with subsection 9A.3(4) of NI 44-102.] |
| **Spread to Benchmark Treasury:** | &nbsp;&nbsp;[The Spread to Benchmark Treasury, and any disclosure relating to the Spread to Benchmark Treasury, has been removed in accordance with subsection 9A.3(4) of NI 44-102.] |

---

---

| | |
|:---|:---|
| **Yield:** | &nbsp;&nbsp; 2031 Notes: 4.832%<br>2036 Notes: 5.434%<br>|
| **Denominations:** | &nbsp;&nbsp;Initial denominations of US$2,000 and subsequent multiples of US$1,000 |
| **Covenants:** | &nbsp;&nbsp; Change of control (put @ 101%)<br>Negative pledge<br>Consolidation, merger, amalgamation and sale of substantially all assets<br>|
| **Optional Redemption Provisions:** |  |
| &nbsp;&nbsp;&nbsp;**Make-Whole Call:** | &nbsp;&nbsp; 2031 Notes: Prior to March 15, 2031 (one month prior to maturity), treasury rate *plus* 15 basis points<br>2036 Notes: Prior to October 15, 2035 (three months prior to maturity), treasury rate *plus* 20 basis points<br>|
| &nbsp;&nbsp;&nbsp;**Par Call:** | &nbsp;&nbsp; 2031 Notes: At any time on or after March 15, 2031 (one month prior to maturity), at 100% of the principal amount of the 2031 Notes to be redeemed<br>2036 Notes: At any time on or after October 15, 2035 (three months prior to maturity), at 100% of the principal amount of the 2036 Notes to be redeemed<br>|
| **Use of Proceeds:** | &nbsp;&nbsp;The net proceeds from the sale of the Notes will be used for general corporate purposes |
| **CUSIP / ISIN:** | &nbsp;&nbsp; 2031 Notes: 113004 AE5 / US113004AE50<br>2036 Notes: 113004 AC9 / US113004AC94<br>|

---

---

| | |
|:---|:---|
| **Joint Book-Running Managers<sup>1</sup>:** | &nbsp;&nbsp; RBC Capital Markets, LLC<br> SMBC Nikko Securities America, Inc.<br> Scotia Capital (USA) Inc.<br> TD Securities (USA) LLC |
| **Co-Managers:** | &nbsp;&nbsp;BMO Capital Markets Corp.<br> BNP Paribas Securities Corp.<br> Brookfield Securities LLC<br> CIBC World Markets Corp.<br> Citigroup Global Markets Inc.<br> Credit Agricole Securities (USA) Inc.<br> J.P. Morgan Securities LLC<br> Mizuho Securities USA LLC<br> Morgan Stanley & Co. LLC<br> Santander US Capital Markets LLC |

---

**Under Rule 15c6-1 under the U.S. Securities Exchange Act of 1934, trades in the secondary market generally are required to settle in one business day unless the parties to any such trade expressly agree otherwise. Accordingly, purchasers who wish to trade the Notes prior to the delivery of the Notes hereunder may be required, by virtue of the fact that the Notes initially will settle in T+3, to specify an alternative settlement cycle at the time of any such trade to prevent a failed settlement. Purchasers of the Notes who wish to trade the Notes prior to their date of delivery hereunder should consult their own advisors.**

**The 2031 Notes will be issued as a separate series of debt securities under a fifth supplemental indenture to be dated as of the date of the issuance of the 2031 Notes (the "Fifth Supplemental Indenture") to the base indenture dated as of April 24, 2025 (the "Base Indenture") (together with the Fifth Supplemental Indenture, the "2031 Indenture"), among Brookfield Asset Management Ltd., Computershare Trust Company of Canada, as Canadian trustee, and Computershare Trust Company, N.A., as U.S. trustee. The 2036 Notes will be issued on the same terms and conditions as the Original 2036 Notes, except for the issue date and the issue price, under the Base Indenture and the fourth supplemental indenture, dated as of November 18, 2025 (the "Fourth Supplemental Indenture"), as supplemented by a supplemental indenture thereto to be dated as of the date of the issuance of the 2036 Notes (the "Supplemented Fourth Supplemental Indenture" and together with the Base Indenture, the "2036 Indenture"). The 2031 Indenture and the 2036 Indenture are together referred to as the "Indenture". The foregoing is a summary of certain of the material attributes and characteristics of the Notes, which does not purport to be complete and is qualified in its entirety by reference to the Indenture.** 

**No PRIIPs or UK PRIIPs key information document (KID) has been prepared as European Economic Area or UK retail investors are not targeted.**

<sup>1</sup> This offering will be made in Canada by RBC Dominion Securities Inc., a broker-dealer affiliate of RBC Capital Markets, LLC**.**