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Trading Team

Policy Trading

Ioan RobertsEffective policy acquisition is not just a case of locating suitable Life Settlement policies.

Our experienced team manage the whole policy acquisition process from policy sourcing, price negotiation, due diligence process, title transfer and acquisition, through to arranging tertiary sales for our clients. Our trained staff are experienced in managing relationships with various US counterparties including: suppliers, legal counsel, administrators and custodians.

Due Diligence: The SL 100 Point Checklist 

Our team aim to deliver complete policy transparency for clients. This ensures that clients are fully aware of features of the policy such as 'term-out provisions' and that these are fully considered prior to purchase. This minimises risk and allows clients an informed view of their assets. This commitment and system capability is backed up by a rigorous 100+ point checklist, alongside support from developed US legal firms and our own Actuarial Services Team, using our knowledge and extensive experience to maximise client protection.

The SL Trading Team:
  • Negotiate purchase and sale agreements with trading counterpartiesPen & Trading Screen
  • Provide suppliers with a web-based instant pricing feedback facility
  • Negotiate price with suppliers of policies
  • Administer purchases and sales from offer to completion
  • Carry out stringent due diligence on policy packages
  • Prepare packages for tertiary sales
  • Manage bidding and auction process for tertiary sales




Latest News

BlackOak Investors LP SL's latest Life Settlement fund has produced annualised returns of 16.9% to end Dec 2019, with 88.4% of performance achieved through realised gains. Find out more about BlackOak Investors LP How to select a life settlement fund manager 10 key questions investors should be asking life settlement fund managers prior to investing. Find out more about How to select a life settlement fund manager With-Profit performance 2018 Our actuarial team summarises the latest performance of UK Life Company with-profit funds for year ending 2017. Find out more about With-Profit performance 2018


Life Settlement Investors
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