From:
To:
CC:
Date:
Subject:
Attachment(s):
Helen Jackson
Steven Rees Davies
Andrew Webb, Aidan McCowliff, Faye Moffett
Mar 28, 2014, 11:38 AM
RE: Apple: Survey Questions [IWOV-IM_CLIENT.FID399774] [ABDAAPPLEBY_BDA.FID1864001]
3
Dear Steve
Please find attached, our Isle of Man answers for the Apple questionnaire. We have tried to make our
answers as attractive as possible given that we would be delighted to work with Apple if they chose the
Isle of Man. Accordingly, we would need to revisit our answers before the questionnaire is sanitised for
KM.
The recognition for this work should go to Andy Webb (Counsel) and myself (Associate) for researching
and collating the information for the questionnaire and also to Aidan McCowliff (Assistant Manager,
Appleby Trust (Isle of Man) Limited) for providing answers relating to Appleby Trust (Isle of Man) Limited.
Please let me know if you need anything else.
Kind regards
Helen
Helen Jackson Associate Corporate & Commercial
Appleby (Isle of Man) LLC
Tel: +44 (0)1624 647 963
applebyglobal.com
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Bermuda ■ BVI ■ Cayman Islands ■ Guernsey ■ Hong Kong ■ Isle
of Man ■ Jersey ■ London ■ Mauritius ■ Seychelles ■ Shanghai ■ Zurich
From: Steven Rees Davies
Sent: 24 March 2014 20:46
To: Nadia Menezes; Bryan Hunter; Simon Raftopoulos; Jeremy Berchem; Camilla Neal; Faye Moffett;
Simon Cain; Wendy Benjamin; Andrew Jowett; Andrew Weaver
Cc: Gavin Woods; Jerome Wilson; Claire Milne WS; Helen Jackson; Jill Edwards; Michael J Burns; Cameron
Adderley; BDA-‐KM Professional Support Team
Subject: RE: Apple: Survey Questions [ABDA-‐APPLEBY_BDA.FID1864001]
Importance: High
Dear All,
Thank you to those who jumped on this last week. We have impressed B&M who appeared in their email
response to have been genuinely surprised by our gesture. Needless to say the client would like us to
proceed with the preparation of responses to the questions for each jurisdiction referred to below as well
as Bermuda (added in I expect because its free).
We have until COB this Friday Bermuda time to deliver a collated response. I would appreciate whoever
has taken responsibility for preparing this for each jurisdiction to acknowledge this email so I know who to
follow up with without doing a “send to all” email.
Please deliver your responses to me at your earliest convenience so that I can begin to collate a complete
response.
As this is being conducted for free please ensure you capture your time under Marketing and include
specific reference to “Baker & McKenzie Advice for Apple”. I also suggest marking some time to
precedents & training as I will submit the collated material to KM for future internal reference and use (I
will ensure each person contributing is appropriately attributed). Please note that the document/
questionnaire should not be used internally or externally in its current form as it is the property of Apple.
Only the end product sanitised and amended and approved by KM should be used in other instances.
If anyone has any questions, please contact me at your convenience.
Thanks and regards,
Steve
From: Cameron Adderley
Sent: Thursday, March 20, 2014 6:01 PM
To: Michael J Burns; Nadia Menezes; Bryan Hunter; Simon Raftopoulos; Jeremy Berchem; Camilla Neal;
Faye Moffett; Simon Cain; Wendy Benjamin
Cc: Steven Rees Davies; Gavin Woods; Jerome Wilson
Subject: FW: Apple: Survey Questions [ABDA-‐APPLEBY_BDA.FID1863970]
Dear All
This is a tremendous opportunity for us to shine on a global basis with Baker & McKenzie’s International
restructuring practice based in San Francisco. We have slowly been building up our relationship with this
Team and repairing considerable damage that had been done in the past by failing to be responsive and
failing to deliver.
Note Peter Denwood who was previously a very senior partner and the former leader of the Baker &
McKenzie team (who we failed to impress) has gone in-‐house with Apple.
Please could you consider the questionnaire and provide your best fee proposal for completing the same
in relation to your jurisdiction. I expect the amount involved to be nominal and would ask that you
embrace this opportunity to build a closer relationship with B&M and with their prestigious client.
Hopefully, given the nature of the questions that are being asked this will give rise to a significant
restructuring project.
Please direct your fixed fee proposal to Steven Rees Davies who I have asked to coordinate the
preparation of the response.
Finally, for those of you who are not aware Apple are extremely sensitive concerning publicity and do not
generally permit their external counsel to disclose that they have been engaged by Apple or to make any
mention (not even generically in promotional materials to the relevant engagement). They also expect
the work that is being done for them only to be discussed amongst personnel who need to know. Please
bear this in mind going forward.
Many thanks
Cameron
Cameron Adderley Partner Global Practice Group Head Corporate & Commercial
Appleby (Bermuda) Limited
Tel: +1 441 298 3229
applebyglobal.com
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Bermuda ■ BVI ■ Cayman Islands ■ Guernsey ■ Hong Kong ■ Isle
of Man ■ Jersey ■ London ■ Mauritius ■ Seychelles ■ Shanghai ■ Zurich
From: Shestakova, Irina [mailto:Irina.Shestakova@bakermckenzie.com
]
Sent: Thursday, March 20, 2014 4:53 PM
To: Cameron Adderley
Subject: Apple: Survey Questions
Dear Cameron:
Our client, Apple, has reached out to us with a request to provide assistance with and coordination of a
multi-‐jurisdictional project involving BVI, Cayman, Guernsey, Isle of Man and Jersey. Your firm is invited to
provide us with a competitive fixed fee proposal for this work. The accompanying matrix outlines the
questions that the client would like to address. If your proposal is cost-‐effective, then we will ask you to
handle the entire project (all countries as opposed to one).
If you are interested then please provide me with a fixed fee proposal on a country by country basis.
Best regards,
Irina
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