Form D · Other Investment Fund
Lombard International Life Assurance Co Separate Account VL 203
Philadelphia, PA · CIK 0001749507
Offering snapshot reported Mar 13, 2020 · SEC filing
- Reported sold
- $11.1M Indefinite offering
- Investors reported
- 1 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Jul 30, 2018 As reported in this filing
Fundraising history
Reported soldDates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.
What changed?
Latest filing versus its linked predecessor, where available.
- Reported sold$9,490,044 → $11,118,262
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Mar 13, 2020 | Amendment | $11,118,262 | $1,628,218vs Mar 5, 2019 | 1 | SEC filing |
| Mar 5, 2019 | Amendment | $9,490,044 | $5,871,758vs Aug 14, 2018 | 1 | SEC filing |
| Aug 14, 2018 | Initial | $3,618,286 | No comparison | 1 | SEC filing |
Offering details
- Securities
- Pooled investment fund, Other
- Exemptions
- 06b, 3C, 3C.7
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $51.8K
- Finders' fees
- $0
- Form D file number
- 021-319119
variable life insurance contracts
Issuer pays sales commissions which are equal to a percentage of the premium received by the Issuer. LILAC also pays sales commissions from its corporate resources.
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| M Holdings Securities, Inc | 43285 | Michael A. Mingolelli · CRD 4744404 |
| M Financial Securities Marketing, Inc. | 139304 | Michael A. Mingolelli · CRD 4744404 |
Source: Form D, filed Mar 13, 2020. Minimum accepted may differ from a standard advertised minimum.
Fund connections
No confirmed ADV fund connection is available for this issuer.
People & organizations
Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.
| Name | Reported role |
|---|---|
| Lilac Lombard International Life Assurance Company | Promoter |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Philadelphia, PA, 19103