September 1, 2017 – PHT and IRA Partnership file Amended Registration Statement with the SEC

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As required by federal law, the PHT and the IRA Partnership have filed an Amended Registration Statement with the SEC. The Registration Statement contains a description of the PHT, the IRA Partnership and the Plan as well as an audited financial statement for 2016 and unaudited financial statements for the first six months of 2017. You can find a copy …

August 31, 2017 – Account Statements distributed by e-mail.

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The PHT is sending account statements to all investors on August 31, 2017. If you have an e-mail address on file, you should receive your account statement by e-mail on August 31.  If you do not have an e-mail address on file, you should receive your statement by regular mail in a few days. The account statements show the investors’ …

August 31, 2017 – The PHT Investor Portal is open

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The Investor Portal is live as of August 31, 2017. On it, you can download a variety of reports about your investments, including copies of statements and invoices. You can access the portal clicking on the link on the Investor Portal page of this website.  We have included your personalized log-in information (user name and password) on your account statement.

The Trustee’s Corner

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I hope that the summer months are treating you well. We’ve been busy executing on the next stages in the operations of the Life Partners Position Holder Trust (PHT) and are pleased to provide you with some important updates in this month’s newsletter. The PHT and IRA Partnership are now public companies. This does not mean that any of the …

July 27, 2017 – Status of distributions to Continuing Fractional Holders

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As of July 27, 2017, the PHT was up to date on distributions to the Continuing Fractional Holders. The PHT has collected the policy proceeds on 32 post-effective maturities. It has distributed all of those proceeds in accordance with the Plan. These policies are listed on the Maturities page. The policy proceeds totaled about $43 million of which $17.5 million …

A Note From the Trustee

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I’d like to thank you all for the excellent feedback we received over the past few weeks regarding our debut issue of the Life Partners Position Holder Trust (PHT) newsletter. We’ve incorporated some of that feedback in this month’s issue and ask that you continue to share your ideas with us about how this communications tool can be more useful …

04/17/2017 Letter re Plan Modifications

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On April 6, 2017, the Court heard the joint motion of the PHT Trustee and the Creditors’ Trustee to modify the Third Amended Plan of Reorganization. After the motion was filed, some investors objected to the motion and other parties expressed concerns about some of the Trustees’ proposals. After significant negotiations, the Trustees and the objecting investors agreed to slightly change …