Our affiliation with high quality licensed providers gives our investors another level of comfort when investing in the asset class. Aligning with the client’s interests and needs, they help the Investment Manager execute the day to day tasks of managing a fund with a high level of reliability.
In combination with the General Fund, being established in Ireland a highly regulated and compliance orientated jurisdiction, we also aim to provide investors with additional security by employing only quality service providers.
Hence, service providers are subject to regular review in relation to competence, communication and cost.
An honest self-assessment is prudent for all professionals, but more so for keepers of other people’s money. The portfolio construction for clients and fund structuring have been managed by applying disciplined techniques. In addition, we provide rigorous asset selection and due diligence processes only an experienced asset class player can provide.
USA Life Settlements Provider
A life settlement provider serves as an intermediary between the life settlement broker assisting the insured in selling their policy and the entity that funds the capital to purchase the policy. In most states in the USA it is a legal requirement that investors can only purchase Life Settlements policies, in the secondary market (ie. from the original insured) through a licensed “Provider”.
After initial guidance and consultation with our investors', we approach the provider discreetly with a bespoke buying strategy. The provider will offer policies matching the policy criteria or they will source policies that best suit.
These are professional buyers who have extensive experience in the analysis and valuation of large-faced policies. Consequently, can meet our rigorous buying criteria set by us or our investors.
We maintain relationships with the most active and reputable life settlement providers within the secondary market. We focus on our relationships with these industry members. Hence, it ensures up to date strategies when conducting life settlements transactions.
How to invest in the Fund?
Want to invest in the life settlements market? Consider our life settlements pooled fund, GIS General Fund. The investment philosophy is to buy and hold a well-diversified portfolio of physical US life insurance policies.
To start a discussion on how to invest in the fund please click here.
Do you have any questions?
Should you have any questions regarding the asset class or our services please contact the investment manager GI Asset Management. Additionally, this website is filled with a variety of technical and useful information on the industry. We understand that some information may not suit your protocols and we are happy to assist with your research.