• Brookfield Wealth Solutions published shareholder tax Q&A ahead of the meeting on the BWS-BN combination that creates a new parent, New BN.
• BWS Class A limited voting shares convert 1-for-1 into New BN Class A Shares, listed on TSX, NYSE under “BN”.
• Canada: exchange generally treated as tax-deferred foreign share-for-share; New BN shares take over the prior adjusted cost base.
• US: exchange expected to be tax-deferred under IRC Section 351(a); basis, holding period generally carry over from BWS shares.
• Distributions initially expected as return of capital, reducing basis; dividends possible; Bermuda withholding tax not expected; Canada T1135 reporting may apply outside RRSP/TFSA.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Brookfield Wealth Solutions Ltd. published the original content used to generate this news brief on June 08, 2026, and is solely responsible for the information contained therein.