SEC Info
uses JavaScript!
To view pages properly, enable JavaScript in your browser.
SEC Info
℠
Home
Search
My Interests
Help
Sign In
Please
Sign In
Universal Life Separate Account Fortune VII
SEC # 1890459
Related Registrant:
Same IRS #: Fortune V Separate Account — 5/6/24 — SEC # 1864054
Click to view...
Registrant
About
Filings
Files
Relationships
Names
Topics
Web
172 Topics
within the
Past Year
Past Two Years
Past Three Years
Past Four Years
Past Five Years
Entire Database
Show:
Most-Recent Document
All Documents
And:
Exhibits
As Of
Filing
Doc.
Page
Title
Docs.
6/16/23
485BPOS
1
About Fortune VII Separate Account
1
5/2/24
485BPOS
1
About the Equitable Trusts
1
1
About the General Account
2
6/16/23
485BPOS
1
About the Trust
1
5/2/24
485BPOS
1
About Universal Life Separate Account Fortune VII
1
1
About Your Voting Rights
2
1
Accessing Your Money
2
6/16/23
485BPOS
1
Advisory Fees
1
5/2/24
485BPOS
1
Allocating Your Contributions
2
1
Annuity Payment Options
2
1
Benefits Available Under the Contract
2
1
Charges and Expenses
2
1
Charges that the Company Deducts
2
1
Charges that the Equitable Trusts Deduct
1
6/16/23
485BPOS
1
Charges that the Trusts Deduct
1
5/2/24
485BPOS
1
Company, The
2
6/16/23
485BPOS
1
Covid-19
1
1
Custodian
1
1
Cybersecurity Risks and Catastrophic Events
1
5/2/24
485BPOS
1
Dates and Prices at which Contract Events Occur
2
1
Definitions of Key Terms
2
1
Determining Your Contract's Value
2
1
Disruptive Transfer Activity
2
1
Distribution of the Contract
2
1
Distribution of the Contracts
2
1
Dollar Cost Averaging
2
6/16/23
485BPOS
1
Effect of Withdrawals on Your Return of Premium Death Benefit
1
5/2/24
485BPOS
1
Effect of Withdrawals on Your Return of Premium Death Benefit Rider
1
1
Fee Based Programs
2
1
Fee Table
2
1
Financial Statements
2
1
How to Reach Us
2
1
How You Can Make Your Contributions
2
6/16/23
485BPOS
1
How You Can Purchase And Contribute To You Contract
1
5/2/24
485BPOS
1
How You Can Purchase And Contribute To Your Contract
1
1
Important Information You Should Consider About the Contract
2
1
Independent Registered Public Accounting Firm
2
1
Insufficient Account Value
2
6/16/23
485BPOS
1
Insurance Company Risk
1
1
Limitations on Access to Cash Value Through Withdrawals
1
5/2/24
485BPOS
1
More Information
2
1
Non-Spousal Single Owner Contract Continuation
2
6/16/23
485BPOS
1
Not a Short Term Investment
1
5/2/24
485BPOS
1
Notes to Financial Statements
1
1
Notes to Statutory-Basis Financial Statements
2
1
Other Benefits
2
1
Overview
2
1
Overview of the Contract
2
1
Owner And Annuitant Requirements
2
1
Payment Of Death Benefit
2
1
Portfolio Companies available under Contract
2
1
Portfolios Of The Trust
2
6/16/23
485BPOS
1
Possible Adverse Tax Consequences
1
1
Possible Fees on Access to Account Value
1
5/2/24
485BPOS
1
Principal Risks of Investing in the Contract
2
1
Puerto Rico Taxation
2
1
Purchasing the Contract
2
1
Rebalancing Your Account Value
2
6/16/23
485BPOS
1
Report of Independent Auditors
1
5/2/24
485BPOS
1
Report of Independent Certified Public Accountants
1
1
Report of Independent Registered Public Accounting Firm
1
6/16/23
485BPOS
1
Return Of Premium Death Benefit
1
5/2/24
485BPOS
1
Return Of Premium Death Benefit Rider
1
6/16/23
485BPOS
1
Risk of Loss
1
1
Risks associated With Variable Investment Options
1
5/2/24
485BPOS
1
Rules regarding Contributions to your Contract
2
1
Schedule of Investments
1
1
Section I -- Purchasing the Contract
2
1
Section Ii -- Benefits Available Under the Contract
2
6/16/23
485BPOS
1
Section Iii -- Principal Risks of Investing in the Contract
1
5/2/24
485BPOS
1
Section Iv -- Determining Your Contract's Value
2
1
Section Ix -- More Information
2
1
Section V -- Transferring Your Money Among Investment Options
2
1
Section Vi -- Accessing Your Money
2
1
Section Vii -- Charges and Expenses
2
1
Section Viii -- Tax Information
2
1
Spousal Continuation
2
6/16/23
485BPOS
1
Statements of Admitted Assets, Liabilities, Capital and Surplus and Other Funds
1
5/2/24
485BPOS
1
Statements of Assets and Liabilities
1
6/16/23
485BPOS
1
Statements of Cash Flows
1
1
Statements of Changes in Capital and Surplus and Other Funds
1
5/2/24
485BPOS
1
Statements of Changes in Net Assets
1
1
Statements of Operations
2
1
Statutory Compliance
2
1
Statutory-Basis Statements of Admitted Assets, Liabilities, Capital and Surplus and Other Funds
1
1
Statutory-Basis Statements of Cash Flows
1
1
Statutory-Basis Statements of Changes in Capital and Surplus and Other Funds
1
1
Statutory-Basis Statements of Operations
1
1
Summary Of Benefits
2
1
Surrendering Your Contract to Receive its Cash Value
2
1
Table of Contents
2
1
Tax Information
2
1
The Company
2
1
Transferring Your Account Value
2
1
Transferring Your Money Among Investment Options
2
1
Transfers of Ownership, Collateral Assignments, Loans and Borrowings
2
1
Unit Values
2
1
What Are Your Investment Options Under The Contract?
2
1
When to Expect Payments
2
1
Withdrawals Treated as Surrenders
2
1
Withdrawing Your Account Value
2
1
Your Account Value and Cash Value
2
1
Your Beneficiary And Payment Of Benefits
2
1
Your Contract's Value in the Variable Investment Options
2
1
Your Rights To Cancel Within A Certain Number Of Days
2
↑
Top
Copyright © 2024
Fran Finnegan & Company LLC
– All Rights Reserved.
About
—
Privacy
—
Redactions
—
Help
— Thu., May 9, 5:16:57.
2am ET
