Form D · Other Investment Fund

Lombard International Life Assurance Co Separate Account VL 234

Philadelphia, PA · CIK 0001778141

Offering snapshot reported Jun 23, 2020 · SEC filing

Reported sold
$315K
Indefinite offering
Investors reported
1
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
May 28, 2019
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$159K$318KJun 3, 2019: $318,000.00Jun 3, 2019Jun 23, 2020: $315,091.00Jun 23, 2020

Dates 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$318,000 → $315,091

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jun 23, 2020Amendment$315,091-$2,909vs Jun 3, 20191SEC filing
Jun 3, 2019Initial$318,000No comparison1SEC filing

Offering details

Securities
Pooled investment fund, Other
Exemptions
06b, 3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$121
Finders' fees
$0
Form D file number
021-340910
variable life insurance contracts
Issuer pays no sales commissions or finders' fees. LILAC will pay sales commissions from its corporate resources.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
M Holdings Securities, Inc43285David T. Buckwald · CRD 1883251
M Financial Securities Marketing, Inc.139304Stephen C. Target · CRD 2165521

Source: Form D, filed Jun 23, 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.

People and organizations reported in Form D filings
NameReported role
Lilac Lombard International Life Assurance Company Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
One Liberty Place, 1650 Market Street 54 Th Floor
Philadelphia, PA, 19103