SEC Adopts Significant Form and Rule Amendments for the Registration of RILAs and MVAs

July 29, 2024 by Vedder Price

On July 1, 2024, the SEC adopted tailored disclosure requirements and offering processes for non-variable annuity contracts—specifically, for registered index-linked annuities (RILAs) and annuity contracts that offer fixed investment options and apply market value adjustments (MVAs) to amounts withdrawn before the end of the fixed option’s term. 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.

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Originally Posted at JD Supra on July 23, 2024 by Vedder Price.