Form D · Other Investment Fund
Lombard International Life Assurance Co Separate Account VL 206
Philadelphia, PA · CIK 0001748398
Offering snapshot reported Mar 30, 2023 · SEC filing
- Reported sold
- $5M Indefinite offering
- Investors reported
- 1 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Jul 19, 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.
No comparable changes in the displayed metrics.
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Mar 30, 2023 | Amendment | $5,000,000 | $0vs May 5, 2022 | 1 | SEC filing |
| May 5, 2022 | Amendment | $5,000,000 | $2,000,000vs Jun 30, 2020 | 1 | SEC filing |
| Jun 30, 2020 | Amendment | $3,000,000 | $2,000,000vs Jul 30, 2018 | 1 | SEC filing |
| Jul 30, 2018 | Initial | $1,000,000 | 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
- $102K
- Finders' fees
- $0
- Form D file number
- 021-317991
variable life insurance contracts
Issuer pays sales commissions which are equal to a percentage of premium received by the Issuer. LILAC will also pay sales commissions from its corporate resources.
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| M Holdings Securities, Inc | 43285 | Eric Naison-Phillips · CRD 5155539 |
| M Financial Securities Marketing, Inc. | 139304 | Eric Naison-Phillips · CRD 5155539 |
Source: Form D, filed Mar 30, 2023. 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