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1. (WO2007002661) LIFE SETTLEMENT CONTRACT BASED INVESTMENT METHODS, SYSTEMS, AND PRODUCTS
Latest bibliographic data on file with the International Bureau

Pub. No.: WO/2007/002661 International Application No.: PCT/US2006/024962
Publication Date: 04.01.2007 International Filing Date: 27.06.2006
IPC:
G06Q 40/00 (2012.01)
G PHYSICS
06
COMPUTING; CALCULATING; COUNTING
Q
DATA PROCESSING SYSTEMS OR METHODS, SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTING PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTING PURPOSES, NOT OTHERWISE PROVIDED FOR
40
Finance; Insurance; Tax strategies; Processing of corporate or income taxes
Applicants:
BLAIR, Thomas [US/US]; US
Inventors:
BLAIR, Thomas; US
Agent:
FANUCCI, Allan, A. ; WINSTON & STRAWN LLP Patent Department 1700 K Street, N.W. Washington, DC 20006-3817, US
Priority Data:
60/694,61227.06.2005US
60/714,70206.09.2005US
Title (EN) LIFE SETTLEMENT CONTRACT BASED INVESTMENT METHODS, SYSTEMS, AND PRODUCTS
(FR) PROCEDES SYSTEMES ET PRODUITS D'INVESTISSEMENT FONDES SUR DES CONTRATS VIE
Abstract:
(EN) Investment or financing methods, systems and products that involve LSC-backing. An investment company invests funds directly into an operating company, partially for unrestricted use by the operating company, and partially to finance a hedge to protect the principal of the invested funds. The restricted portion of the invested funds are used to purchase life settlement contracts (LSCs) in a face amount equal to a percentage of the total amount of funds invested. The LSCs may be part of a pooled fund covering multiple insureds or may be purchased on an individual basis. Structured financial products, different classes of corporate security or bond issues, high risk investment and rather investments in which a primary investment may be integrated with an LSC-based secondary investment. Computer equipment for providing a user interface, investment administration, and electronic trading are also provided.
(FR) La présente invention concerne des procédés, des systèmes et des produits d'investissement ou de financement qui font intervenir un support LSC. Une entreprise d'investissements investit des fonds directement dans une entreprise d'exploitation, en partie pour une utilisation sans restriction par cette compagnie d'exploitation et, en partie pour financer un fonds destiné à protéger le principal des fonds investis. La partie restreinte des fonds investis est utilisée pour acheter des contrats vie (LSC) dans une quantité égale à un pourcentage de la quantité totale des fonds investis. Ces LSC peuvent faire partie d'un fonds regroupé couvrant de multiples assurés ou peuvent être achetés sur une base individuelle. Des produits financiers structurés, différentes classes de titres d'entreprise ou d'obligations, un investissement à haut risque et plutôt des investissements dans lequel un investissement principal peut-être intégré dans un investissement auxiliaire à base de LSC. Cette invention concerne aussi un matériel informatique fournissant une interface utilisateur, une administration d'investissements et un commerce électronique.
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Designated States: AE, AG, AL, AM, AT, AU, AZ, BA, BB, BG, BR, BW, BY, BZ, CA, CH, CN, CO, CR, CU, CZ, DE, DK, DM, DZ, EC, EE, EG, ES, FI, GB, GD, GE, GH, GM, HN, HR, HU, ID, IL, IN, IS, JP, KE, KG, KM, KN, KP, KR, KZ, LA, LC, LK, LR, LS, LT, LU, LV, LY, MA, MD, MG, MK, MN, MW, MX, MZ, NA, NG, NI, NO, NZ, OM, PG, PH, PL, PT, RO, RS, RU, SC, SD, SE, SG, SK, SL, SM, SY, TJ, TM, TN, TR, TT, TZ, UA, UG, US, UZ, VC, VN, ZA, ZM, ZW
African Regional Intellectual Property Organization (ARIPO) (BW, GH, GM, KE, LS, MW, MZ, NA, SD, SL, SZ, TZ, UG, ZM, ZW)
Eurasian Patent Organization (AM, AZ, BY, KG, KZ, MD, RU, TJ, TM)
European Patent Office (AT, BE, BG, CH, CY, CZ, DE, DK, EE, ES, FI, FR, GB, GR, HU, IE, IS, IT, LT, LU, LV, MC, NL, PL, PT, RO, SE, SI, SK, TR)
African Intellectual Property Organization (BF, BJ, CF, CG, CI, CM, GA, GN, GQ, GW, ML, MR, NE, SN, TD, TG)
Publication Language: English (EN)
Filing Language: English (EN)