SEC Adopts New Requirements for Registered Index|Linked ...

SEC Adopts Tailored Registration Form for Offerings of Registered ...

The Securities and Exchange Commission today adopted tailored disclosure requirements and offering processes for offerings of registered index- ...

SEC Adopts New Requirements for Registered Index-Linked ...

29, 2022). Page 2. SEC Adopts New Requirements for Registered Index-Linked Annuities and Market Value. Adjustment Annuities. Willkie Farr ...

SEC Adopts Significant Form and Rule Amendments for the ...

The final rule will require issuers of RILAs and MVAs to register offerings on an amended Form N-4, the form currently used to register most variable annuities.

Up, Up, and Away for RILA Regulation: SEC Adopts Long-Awaited ...

On July 1, 2024, pursuant to congressional mandate, the SEC adopted a new registration framework for registered index-linked annuities ...

Final rule: Registration for Index-Linked Annuities and Registered ...

... adopt a new registration form for. RILAs within 18 months of ... amendment shall be deemed to be a new registration statement relating to the ...

Registration for Index-Linked Annuities and Registered Market ...

The Securities and Exchange Commission ("Commission") is adopting rule and form amendments to provide a tailored form to register the ...

SEC Issues Final Rule on Registered Index-Linked Annuities | DART

The SEC has released a final rule that amends “the form currently used by most variable annuity separate accounts, Form N-4, ...

New SEC RILA Rules: Implementation Issues and Practical ...

On July 1, 2024, the Securities and Exchange Commission (SEC) announced new rules for registered index-linked annuities (RILAs) and ...

Bill Could Kill SEC's New Index-Linked Annuity Registration Rule

A member of Congress wants to cancel the US Securities and Exchange Commission's new registration system for registered index-linked annuities.

SEC Adopts Tailored Registration Form for Offerings of RILA and ...

The SEC has adopted tailored disclosure requirements and offering processes for registered index-linked annuities and registered market ...

SEC Adopts Tailored Disclosure Requirements for Registered Index ...

The Securities and Exchange Commission (SEC) has announced the adoption of new tailored disclosure requirements and offering processes for ...

SEC Adopts Reporting Enhancements for Registered Investment ...

The amendments also will triple the amount of Form N-PORT data available to investors in a given year, enhancing investors' ability to review ...

RILA revolution: SEC adopts tailored registration framework for ...

The new framework will require RILAs and MVAs to be registered on Form N-4, the same form used to register variable annuities (VAs).

SEC Changes Coming to Registered Annuities? - Forvis Mazars

disclosure, and advertising requirements for registered index-linked annuities (RILAs). New details to be included on an updated Form N-4 ...

Registration for Index-Linked Annuities and Registered Market ...

The amendments also require non-variable annuity issuers to pay securities registration fees in arrears on Form 24F-2. Communication Rules. The ...

SEC Adopts Tailored Registration Form for Offerings of Registered ...

SEC Adopts Tailored Registration Form for Offerings of Registered Index-Linked and Registered Market-Value Adjustment Annuities - news from SECLaw.

RILA Re-Form: Statement on Registration for Index-Linked Annuities ...

[10] Comment Letter from Ova Datop at 1 (Oct. 25, 2023) (“ The SEC will require an illustration of a RILA with a 5% cap and a 10% buffer. Caps ...

SEC Proposes Significant Form and Rule Amendments for the ...

On September 29, 2023, the SEC proposed significant form and rule amendments to establish a tailored registration form for index-linked ...

SEC Adopts Changes to the Registered Fund Names Rule | Insights

On the near-term horizon, funds already have July 2024 in mind as the compliance date for new Form N-PX proxy-voting reports (funds will be ...

Statement on the Registration for Index-Linked Annuities ... - SEC.gov

[1] While Form S-1 has specific disclosure requirements for securities such as capital stock and debt, it is not specifically tailored for ...