Form D · Other Investment Fund

Lombard International Life Assurance Co Separate Account VL 291

Philadelphia, PA · CIK 0001833730

Offering snapshot reported Nov 25, 2020 · SEC filing

Reported sold
$1.08M
Indefinite offering
Investors reported
1
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Nov 9, 2020
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Nov 25, 2020Initial$1,082,000No comparison1SEC filing

Offering details

Securities
Pooled investment fund, Other
Exemptions
06b, 3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$10.8K
Finders' fees
$0
Form D file number
021-381470
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

Scroll to see all columns →

RecipientCRDAssociated broker-dealer
M Holdings Securities, Inc.43285Eric Naison-Phillips · CRD 5155539
Rockefeller Financial LLC291361Brian Cuneo · CRD 2892928

Source: Form D, filed Nov 25, 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 St., 54 Th Floor
Philadelphia, PA, 19103