This document provides disclosures related to Private Placement Variable Annuities, highlighting their unregistered status, tax implications, and investment risks. It emphasizes the need for accredited investors and outlines the potential fees and tax considerations. The document also clarifies that the information is for informational purposes only and not legal or tax advice.
doj/DataSet10/EFTA01447450.pdf
{"title":"Private Placement Variable Annuity Disclosure","document_date":"2014","document_type":"correspondence","key_locations":["1700 Broadway, 34th Floor, New York, NY 10019"],"document_subtype":"disclosure document","key_organizations":["Winged Keel Group","M Holdings Securities Inc."],"reference_numbers":["P3205-13: 528332","DB-SDNY-0102083","SDNY_GM_00248267","EFTA01447450"]}