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Insurance Dedicated Funds

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SALI Fund Services (SALI), a JTC Group company, provides a turn-key solution for the creation and administration of Insurance Dedicated Funds (IDFs). SALI administers IDFs for a broad range of asset managers, from boutique hedge funds to the largest wealth management institutions in the world.

By leveraging SALI to build and administer an IDF, an asset manager is able to do what they do best – manage money and deepen their client relationships. With a wealth of experience, SALI enables asset managers to create IDFs with minimal expense and assures insurance companies that the ongoing administration will be managed in compliance with tax and regulatory requirements.

“We have a dedicated team that understands the needs of our partners. We pride ourselves on being nimble and responsive while our infrastructure and know-how allows SALI to create Insurance Dedicated Funds easily and efficiently for investment managers.”

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Thomas Nieman

What We Do

SALI enables investment managers to create tax compliant IDFs which can be attached to insurance company Private Placement Variable Annuity (PPVA) and Private Placement Life Insurance (PPLI) investment account platforms. On an ongoing basis, SALI serves as the fund administrator to the IDF.

 

SALI currently administers over 100 IDFs for 30 major life insurance company PPVA and PPLI investment account platforms, both onshore and offshore. SALI is an open-architecture platform that works cooperatively with investment managers, insurance companies, and insurance brokers to create IDFs targeted for distribution to:

  • High Net Worth Individuals
  • Corporate-Owned Life Insurance (COLI)
  • Insurance Company-Owned Life Insurance (I-COLI)
  • Bank-Owned Life Insurance (BOLI)
  • Pensions, Endowments, and Foundations

 

Why SALI?
  • Faster to market (eight weeks or less)
  • No formation of any new legal entities or offering documents required
  • Full implementation management
  • Cost-effective (both upfront and ongoing)
  • Complete outsourcing of ongoing administration
  • Distribution domain expertise
  • Relationships with every major insurance carrier in the market

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