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For use by Account Holders in DTC, Euroclear or Clearstream in respect of the

8.250% senior notes due 11 February 2025 (ISIN: USP73699BH55/US63873NAA37) (the “Existing Notes”)

issued by

IN THE MATTER OF OPERADORA DE SERVICIOS MEGA, S.A. DE C.V., SOFOM, E.R.

(the “Issuer”)

guaranteed by

MEGA NEWCO LIMITED

(the “Scheme Company”)

in relation to

the Scheme Company’s scheme of arrangement

under Part 26 of the Companies Act (the “Scheme”)

The Scheme will, if implemented, materially affect the holders of the Existing Notes as creditors of the Scheme Company.

This is the Account Holder Letter in connection with the Scheme.

Capitalised terms used in this Account Holder Letter but not defined in it have the same meaning as given to them in the explanatory statement relating to the Scheme, issued by the Scheme Company on or around 21 November 2024 (the “Explanatory Statement”), subject to any amendments or modifications made by the Court.

Failure to deliver a valid Account Holder Letter (including, if applicable, a Sub-Proxy) and/or as applicable STAC by or on behalf of an Existing Noteholder by the Voting Instruction Deadline will mean that the voting instructions contained in the Account Holder Letter will be disregarded for the purposes of voting at the Scheme Meeting and the relevant Existing Noteholder will not be entitled to vote at the Scheme Meeting.

Any voting instructions delivered to the Information Agent or the Scheme Company shall not become effective (and the Scheme Company will not be entitled to rely on such voting instructions) until and unless the Required Sanctions Licence is obtained and is effective, of which the Issuer will make a separate announcement.

The Information Agent will use all reasonable endeavours to ensure that all information in this Account Holder Letter is kept confidential at all times save for where any disclosure is required pursuant to any applicable law or regulation or any requirement or request of any governmental, regulatory or other authority or body, including any stock exchange.

PURPOSE OF THIS ACCOUNT HOLDER LETTER

Persons recorded directly in the records of DTC, Euroclear or Clearstream as holding an interest in any Existing Notes as of the Record Date in an account with DTC, Euroclear or Clearstream either for their own account or own behalf of their client must use this Account Holder Letter to: (i) register details of their interests in the Existing Notes; (ii) make certain elections with respect to voting in respect of the Scheme on behalf of Scheme Creditors; (iii) give instructions in respect of their election to receive Scheme Consideration and give certain confirmations in respect thereof; and (iv) give instructions in respect of their election to participate in the New Notes. A summary of what is required from each Account Holder is set out in section B of this letter.

A separate Account Holder Letter must be completed for each separate beneficial holding of or interest in the Existing Notes.

To the extent an Existing Noteholder holds Existing Notes through both DTC and Euroclear or Clearstream, it should arrange for its Account Holder to complete separate Account Holder Letters for the Existing Notes held through DTC and for those held through Euroclear or Clearstream.

This Account Holder Letter is only to be completed by Existing Noteholders, Account Holders (if different) and, if applicable, any Designated Recipient(s). If an Existing Noteholder is appointing one or more Designated Recipient to receive any of its Scheme Consideration and/or fund and/or receive the New Notes, the relevant Existing Noteholder and each Designated Recipient must complete a Designated Recipient Nomination Form in the form set out in Part 5, to be delivered to the Information Agent as part of this Account Holder Letter.

This Account Holder Letter is only to be completed by or on behalf of Existing Noteholders who are not Sanctioned Persons, and are not acting for, on behalf of, at the direction of or through Sanctioned Persons. Existing Noteholders who are, or are acting for, on behalf of, at the direction of, Sanctioned Persons are not permitted to participate or vote at the Scheme Meeting, whether in person or by proxy.

Existing Noteholders who are not Sanctioned Persons but who hold their Existing Notes through Sanctioned Custodians can, subject to submitting a validly completed Account Holder Letter before the Voting Instruction Deadline, participate or vote at the Scheme Meeting (provided that they do not submit their Account Holder Letter, or participate or vote at the Scheme Meeting, through a Sanctioned Person). For the avoidance of doubt, a Scheme Creditor shall not be a Sanctioned Person solely because it holds its Existing Notes through a Sanctioned Custodian.

If you are an Existing Noteholder that is not an Account Holder or DTC Participant, you should contact your Account Holder or DTC Participant (through any Intermediaries, if applicable) to ensure that your Account Holder or DTC Participant submits this Account Holder Letter on your behalf. If you are an Existing Noteholder who holds the Existing Notes through a Sanctioned Custodian, you must submit this Account Holder Letter on your own behalf.


INSTRUCTIONS FOR THE COMPLETION AND SUBMISSION OF THIS ACCOUNT HOLDER LETTER

This Account Holder Letter is divided into seven parts as summarised below.

Before any part of this Account Holder Letter is completed, Existing Noteholders should read the Scheme, the Implementation Deed and the Explanatory Statement and, in particular, Appendix 1 (Instructions to Scheme Creditors and Any Person with an Interest in the Existing Notes) to the Explanatory Statement. The Scheme, the Implementation Deed and the Explanatory Statement and all relevant associated documentation can be found on the Scheme Website at https://deals.is.kroll.com/grupomega.

In order for an Existing Noteholder to vote at the Scheme Meeting and receive Scheme Consideration in accordance with the Scheme and the Implementation Deed, the validly completed Account Holder Letter(s), as required, together with any accompanying documents or evidence must be submitted by an Account Holder or an Existing Noteholder (if such Existing Notes are held through a Sanctioned Custodian) to the Information Agent by the deadlines specified in the Explanatory Statement online via the Scheme Website (https://deals.is.kroll.com/grupomega) or by email in PDF form to the Information Agent at grupomega@is.kroll.com.

A “validly completedAccount Holder Letter means an Account Holder Letter which, to the satisfaction of the Information Agent (acting reasonably):

(a)            has had each relevant part and section thereof completed in full;

(b)            includes proof of holdings, in the following form:

(i)             in respect of an Existing Noteholder who holds their Existing Notes through Euroclear or Clearstream, and is not holding through a Sanctioned Custodian: the inclusion of their Custody Instruction Reference Number at Part 2 (Existing Noteholder Scheme Claims); or

(ii)            in respect of an Existing Noteholder who holds their Existing Notes through a Sanctioned Custodian: the provision of a STAC, including (i) the full name or legal entity name of the Scheme Creditor; (ii) the security and/or ISIN held; (iii) the aggregate amount of the Existing Notes held; and (iv) the date on which the statement was provided. If the Scheme Creditor is unable to obtain a STAC, the Scheme Creditor should submit sufficient supporting evidence from their custodian to allow the Information Agent to reliably establish the Scheme Creditor’s identity, their status as a Scheme Creditor, and their holding in the Existing Notes and the date on which the evidence was generated; or

(iii)          in respect of an Existing Noteholder who holds through the DTC, has at Part 4 (Existing Noteholder Scheme Claims and Voting Instructions (Including Sub-Proxy) (DTC)) completed and confirmed by their DTC Participant (whose signature must be (i) medallion guaranteed by an Eligible Institution by the application of the Eligible Institution’s DTC medallion signature guarantee or (ii) guaranteed in such other manner as the Information Agent shall, in its sole discretion, deem sufficient) on their behalf;

(c)            gives all the required representations and warranties, authorisations, confirmations and undertakings set out in 7 (Status Confirmation Deed); and

(d)            is executed in:

(i)    Part 2 thereof by the Euroclear or Clearstream Account Holder or an Existing Noteholder (if applicable);

(ii)   Part 4 thereof by the DTC Participant and an Eligible Institution (if applicable);

(iii) Part 6 thereof by execution of the joinder to the Note Purchase and Placement Agreement by the Existing Noteholder or (if applicable) its Designated Recipient.

(iv) Part 7 thereof by the Existing Noteholder and (if applicable) its Designated Recipient(s).

Note: If you are submitting your Account Holder Letter online via the Scheme Website, Part 1, Part 3 and Part 5 of this Account Holder Letter should be completed online via the Scheme Website. Please note that in relation to Part 2, Part 4, Part 6 and Part 7, you are required to sign where prompted to do so and signed copies must then be uploaded in pdf form to the Scheme Website in accordance with the signing instructions set out herein. If you are submitting your Account Holder Letter directly to the Information Agent via email, all relevant Parts should be completed and emailed to the Information Agent in the same pdf file.

You may not need to complete and submit all parts of this Account Holder Letter. However, where any part of this Account Holder Letter is completed, please ensure that all sections comprised within that part are submitted to the Information Agent.

This Account Holder Letter and any non-contractual obligations arising out of or in relation to this Account Holder Letter shall be governed by, and interpreted in accordance with, English law.



IMPORTANT DEADLINES

A.             FOR ACCOUNT HOLDERS HOLDING EXISTING NOTES VIA EUROCLEAR AND/OR CLEARSTREAM (EXCLUDING SANCTIONED PERSONS)

Custody Instructions Deadline (5:00 p.m. (New York time) on 4 December 2024):

Existing Noteholders will receive notice of the elections required by this Account Holder Letter from their respective Account Holders.

Once the Existing Noteholder has confirmed its consent to this notification, the Account Holder in Euroclear or Clearstream must submit an electronic instruction to the Information Agent (via Euroclear and/or Clearstream) by no later than the Custody Instructions Deadline. The Account Holder in Euroclear or Clearstream will receive a Custody Instruction Reference Number upon delivery of their instruction, and must include this in the Account Holder Letter submission where indicated.

Once the electronic instruction is submitted, the relevant Existing Notes will be blocked in the Clearing Systems. The block will remain in place until:

(i)         if the Scheme is approved at the Scheme Meeting and sanctioned at the Sanction Hearing and the Restructuring Effective Date occurs, on the Restructuring Effective Date (with the Existing Notes being assigned and subsequently cancelled in accordance with the Scheme);

(ii)       if the Scheme is not approved at the Scheme Meeting, promptly following the conclusion of the Scheme Meeting;

(iii)      if the Scheme is approved at the Scheme Meeting but not sanctioned at the Sanction Hearing, promptly following the conclusion of the Sanction Hearing;

(iv)      if the Scheme is approved at the Scheme Meeting and sanctioned at the Sanction Hearing, but the Restructuring Effective Date does not occur before the Longstop Date, promptly following the Longstop Date; or

(v)        the Scheme otherwise terminates in accordance with Clause 9.2 (Termination) thereof.

B.             FOR ALL ACCOUNT HOLDERS

Voting Instruction Deadline (5:00 p.m. (New York time) on 9 December 2024):

Part 1 to Part 4 (as applicable) of the Account Holder Letter must be submitted by no later than the Voting Instruction Deadline, being 5:00 p.m. (New York time) on 9 December 2024 in order for a Scheme Creditor to submit their vote in relation to the Scheme. Please see “The Contents of this Account Holder Letter” below for details of which of Part 1 to Part 4 should be completed depending on how the Existing Notes are held.

Account Holders are also strongly encouraged to complete Part 5 to Part 7 (as applicable) of this Account Holder and submit the completed Account Holder Letter to the Information Agent by the Voting Instruction Deadline, being 5:00 p.m. (New York time) on 9 December 2024 in order to make their elections in relation Scheme Consideration and participation in the New Notes. However, the final deadline for submitting Part 5 to Part 7 is the Election Deadline at 5.00pm (New York time) on the third (3rd) Business Day following the date of the Scheme Meeting (currently expected to be 16 December 2024). Any Part 5, Part 6 to Part 7 of any Account Holder Letter that is submitted prior to the Election Deadline may be amended or superseded up until the Election Deadline by the submission of a new validly completed Account Holder Letter.

If you do not submit a validly completed Account Holder Letter to the Information including Part 5 to Part 7 (as applicable) prior to the Election Deadline and as such, fail to elect to either to (i) participate in the Redemption Option or the Equity Option and (ii) participate in the New Notes, you will be deemed to have selected the Redemption Option and you will only be entitled to receive your Cash Entitlement as Scheme Consideration.

THE CONTENTS OF THIS ACCOUNT HOLDER LETTER

This Account Holder Letter has seven parts:

1.              Part 1: Administrative Information

1.1           This part must be completed by all Account Holders and all Existing Noteholders holding the Existing Notes through Sanctioned Custodians.

1.2           If the Account Holder is different to the Existing Noteholder, the Account Holder shall also specify the name of the Existing Noteholder on whose behalf this Account Holder Letter is being submitted. If there are multiple Existing Noteholders, a separate Account Holder Letter must be completed by an Account Holder in respect of each Existing Noteholder.

1.3           If the Account Holder and the Existing Noteholder are the same person or legal entity or if the Existing Noteholder holds the Existing Notes through Sanctioned Persons or Sanctioned Custodians, any references in this Account Holder Letter to an “Account Holder” and “Existing Noteholder” shall be treated as interchangeable.

2.              Part 2: Existing Noteholder Scheme Claims

2.1           This part must be completed and signed by all Euroclear or Clearstream Account Holders (i.e., in respect of Existing Notes held via Euroclear or Clearstream) as well as all Existing Noteholders holding the Existing Notes through Sanctioned Custodians.

2.2            Where a Euroclear or Clearstream Account Holder is acting on behalf of an Existing Noteholder who is its client then the Euroclear or Clearstream Account Holder must complete and sign Part 2, Section A on behalf of that Existing Noteholder. Please sign where indicated.

2.3            Other than in the case of Existing Noteholders holding the Existing Notes through Sanctioned Custodians, A Custody Instruction Reference Number in respect of any Existing Notes that is identified in Part 2 of this Account Holder Letter must first be provided by the Euroclear or Clearstream Account Holder by submitting its Custody Instructions to the relevant Clearing System (i.e., by way of electronic instruction) by the Custody Instructions Deadline, being 5:00 p.m. (New York time) on 4 December 2024. Such Custody Instruction Reference Number must be specified in the space provided in Part 2 of this Account Holder Letter. Once the Euroclear or Clearstream Account Holder has submitted an electronic instruction, a block will apply on the trading of the relevant Existing Notes as from that time until the Restructuring Effective Date or such other date that is specified in the Explanatory Statement.

2.4           FAILURE TO INCLUDE A VALID CUSTODY INSTRUCTION REFERENCE NUMBER (WHERE APPLICABLE) WILL INVALIDATE THIS ACCOUNT HOLDER LETTER, THE VOTING INSTRUCTIONS CONTAINED IN THIS ACCOUNT HOLDER LETTER WILL BE DISREGARDED FOR THE PURPOSES OF VOTING AT THE SCHEME MEETING AND THE RELEVANT EXISTING NOTEHOLDER WILL NOT BE ENTITLED TO VOTE AT THE SCHEME MEETING.

2.5           Where an Existing Noteholder holds the Existing Notes through Sanctioned Custodians, it must complete and sign Part 2, Section B, as well as undertake not to transfer, sell or otherwise dispose of its Existing Notes until the Restructuring Effective Date or other time as specified in Part 1 paragraph 6.19 of the Explanatory Statement. Such an Existing Noteholder will not be required to provide a valid Custody Instruction Reference Number if it is unable to receive one from its Account Holder.

3.              Part 3: Voting Instructions (Euroclear or Clearstream or holding through Sanctioned Custodians)

3.1           This part must be completed and signed by Euroclear or Clearstream Account Holders (i.e., in respect of Existing Notes held via Euroclear or Clearstream) as well as all Existing Noteholders holding the Existing Notes through Sanctioned Custodians.

3.2           This part must be completed by the Euroclear or Clearstream Account Holder or Existing Noteholder who wishes to vote on the Scheme. In order for the Euroclear or Clearstream Account Holder (or the Existing Noteholder, as applicable) to vote on the Scheme, this Account Holder Letter must be validly completed and submitted to the Information Agent by the Voting Instruction Deadline.

3.3           Where a Euroclear or Clearstream Account Holder (or if different, an Existing Noteholder, as applicable) or its proxy intends to attend the Scheme Meeting in person, a valid original passport or other original government issued photographic identification will be required as proof of personal identity and the passport or identification details contained therein must match those provided in Part 3 of this Account Holder Letter.

3.4           In addition, where a proxy is appointed to attend the Scheme Meeting in person and the Euroclear or Clearstream Account Holder (or the Existing Noteholder, as applicable) is a corporate person, evidence of the individual proxy's authority to attend the Scheme Meeting on behalf of the Euroclear or Clearstream Account Holder or the Existing Noteholder (for example, a valid power of attorney and/or board resolutions) will be required (unless the Chair has been selected as the proxy). If appropriate personal identification or evidence of authority is not produced, that person shall only be permitted to attend and vote at the Scheme Meeting at the discretion of the Chair.

3.5           Unless a Euroclear or Clearstream Account Holder (or if different, an Existing Noteholder) has elected the Chair as its proxy, any proxy attending the Scheme Meeting on behalf of a Euroclear or Clearstream Account Holder (or if different, an Existing Noteholder) should, prior to the Scheme Meeting, provide the Information Agent with supporting evidence of his/her appointment if the Account Holder (or if different, an Existing Noteholder) is a corporate person (i.e., evidence of such proxy’s authority).

4.              Part 4: Existing Noteholder Scheme Claims and Voting Instructions (Including Sub-Proxy) (DTC)

4.1           This part must be completed and signed by DTC Participants in respect of Existing Notes held via DTC only.

4.2           This Part 4 should be completed by a DTC Participant if it (or if different, the Existing Noteholder who is its client) wishes to vote on the Scheme. In order for the DTC Participant (or the Existing Noteholder, as applicable) to vote on the Scheme, this Account Holder Letter must be validly completed and submitted to the Information Agent by the Voting Instruction Deadline. Please note that the DTC Participant’s signature must be guaranteed by an Eligible Institution.

4.3           Where a DTC Participant (or if different, an Existing Noteholder, as applicable) or its proxy intends to attend the Scheme Meeting in person, a valid original passport or other original government issued photographic identification will be required as proof of personal identity and the passport or identification details contained therein must match those provided in Part 4 of this Account Holder Letter.

4.4           In addition, where a proxy is appointed to attend the Scheme Meeting in person and the DTC Participant (or the Existing Noteholder, as applicable) is a corporate person, evidence of the individual proxy's authority to attend the Scheme Meeting on behalf of the DTC Participant or the Existing Noteholder (for example, a valid power of attorney and/or board resolutions) will be required (unless the Chair has been selected as the proxy). If appropriate personal identification or evidence of authority is not produced, that person shall only be permitted to attend and vote at the Scheme Meeting at the discretion of the Chair.

4.5           Unless a DTC Participant (or if different, an Existing Noteholder) has selected the Chair as its proxy, any proxy attending the Scheme Meeting on behalf of a DTC Participant (or if different, an Existing Noteholder) should, prior to the Scheme Meeting, provide the Information Agent with supporting evidence of his/her appointment if the DTC Participant (or if different, an Existing Noteholder) is a corporate person (i.e., evidence of such proxy's authority).

5.              Part 5: Scheme Consideration Elections

Section A: Scheme Consideration Election

5.1           This section must be completed by all Account Holders or Existing Noteholders (as applicable) to elect the Scheme Consideration that they wish to receive under the Scheme. Account Holders or Existing Noteholders should indicate whether they wish to exercise the Redemption Option or Equity Option. You must select only one of the Redemption Option or Equity Option. If you do not make an election or you elect to exercise both the Redemption Option and the Equity Option you will be deemed to have elected to exercise the Redemption Option. However, if a valid Account Holder Letter is submitted by the Election Deadline, the later Account Holder Letter will supersede any prior elections.

5.2           Account Holders or Existing Noteholders who elect to participate in the Equity Option will be required to make certain securities related representations, warranties and confirmations as set out in paragraph 2 of the Status Confirmation Deed in Part 7 of this Account Holder Letter.

5.3           In order to participate in the Equity Option the applicable “know-your-customer” documentation as set out this Account Holder Letter must be completed to the satisfaction of Information Agent by the Election Deadline or else the relevant Scheme Creditor will not be permitted to participate in the Equity Option and will, by default, be deemed to have elected to participate in the Redemption Option.

Section B: Designated Recipient Nomination Form

5.4           This part must be completed by an Account Holder (or, if different, an Existing Noteholder, as applicable) if it intends to appoint one or more Designated Recipient(s) (who is not a Sanctioned Person and, to the extent the Equity Option is selected, is not a Disqualified Person) to receive any of its Scheme Consideration.

5.5           There is no requirement for any Account Holder (or, if different, Existing Noteholder, as applicable) to appoint a Designated Recipient and if you do not wish to appoint a Designated Recipient, this section should be left blank.

6.              Part 6: New Notes Election Form

Section A: New Notes Election

6.1           Sections A must be completed by all Existing Noteholders (as applicable) who wish to participate in the New Notes.

6.2           Section B must be completed by an Existing Noteholder if it intends to appoint one or more Designated Recipient(s) (who is not a Sanctioned Person and is not Disqualified Person) to fund and/or receive any of its New Notes.

6.3           Existing Noteholders who elect to participate in the New Notes will be required to make certain securities related representations, warranties and confirmations as set out in paragraph 2 of the Status Confirmation Deed and pursuant to the Note Purchase and Placement Agreement.

6.4           Further, in order to participate in the New Notes, the Existing Noteholder is required to deliver a duly executed joinder to the Note Purchase and Placement Agreement in the form appended to the New Notes Election Form.

Section B: Designated Recipient Nomination Form

6.5           This part must be completed by an Existing Noteholder if it intends to appoint one or more Designated Recipient(s) (who is not a Disqualified Person) to fund and/or receive its New Notes.

6.6           There is no requirement for any Account Holder (or, if different, Existing Noteholder, as applicable) to appoint a Designated Recipient and if you do not wish to appoint a Designated Recipient, this section should be left blank.

7.              Part 7: Status Confirmation Deed

7.1           This part must be completed and signed in all cases by an Existing Noteholder and its Designated Recipient(s) (if appointed). The Status Confirmation Deed must be printed in full, executed as a deed (which means it must be executed in the presence of a witness) where indicated and the scanned pdf of all of the pages of the executed Status Confirmation Deed (not only the signature page) uploaded by the Account Holder (together with the Account Holder Letter) online via the Scheme Website or by email in pdf form to grupomega@is.kroll.com.

7.2           IF A SCHEME CREDITOR WOULD LIKE TO RECEIVE ITS SCHEME CONSIDERATION AND NEW NOTES IN ACCORDANCE WITH THE IMPLEMENTATION STEPS, IT SHOULD ENSURE THAT THE STATUS CONFIRMATION DEED IS VALIDLY COMPLETED, EXECUTED AND RECEIVED BY THE INFORMATION AGENT BY THE  ELECTION DEADLINE.

 


FOR ASSISTANCE, CONTACT THE INFORMATION AGENT:
Kroll Issuer Services Limited

The Shard, 32 London Bridge Street

London, England SE1 9SG

Phone: +44 20 7704 0880

E-mail: grupomega@is.kroll.com (Attention: Alessandro Zorza)

Scheme Website: https://deals.is.kroll.com/grupomega

 

 

To completed by all Account Holders. Existing Noteholders who hold the Existing Notes through Sanctioned Persons or Sanctioned Custodians must not complete sections A and B, but must complete Section C.

Are you Holding the Notes through a Sanctioned Person or Sanction Custodian?Missing or incorrect value

This election should be completed and signed by any Existing Noteholder (or their Account Holder on their behalf) and delivered to the Information Agent as part of this Account Holder Letter by email (grupomega@is.kroll.com) such that it is received by the Information Agent by 5:00 pm (New York time) on 9 December 2024 (being the Voting Instruction Deadline) and in any event by 5.00pm (New York time) on the third (3rd) Business Day following the Scheme Meeting (currently anticipated to be 16 December 2024) (being the Election Deadline). Elections will become binding on the Election Deadline.

A.          Scheme Consideration Election Intention

To be completed by Existing Noteholders or Account Holders on their behalf. 

Please tick only one of the boxes below to make your election in respect of your Scheme Consideration.Missing or incorrect value

Scheme Creditor Bank Account Details[1]


[1] Bank cannot be a Sanctioned Person.

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