Transferable and tradable annuities, pension and similar...

G - Physics – 06 – Q

Patent

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Details

G06Q 40/00 (2006.01)

Patent

CA 2494106

The invention introduces innovative elements to life insurance annuities, pension fund contracts and similar instruments (PI's) carried out under the prior art by transforming such instruments into PI contracts issued initially to anonymous holders (1), without any specific insured persons or beneficiaries. The initial purchase of such contract typically involves payment of an advance payment on account of the contract and the balance of the payments is due if and after the initial contract is transformed into the final contract. During the period of time until such identification of the relevant persons under said contracts takes place, the contracts may change hands by selling or otherwise transferring the from one anonymous holder to another one (2) until the contract is activated (3) or expired (4).

L'invention concerne de nouveaux éléments concernant des rentes viagères ou des rentes analogues (PI), ce qui consiste à transformer ces rentes destinées en permanence à un détenteur spécifique et évaluées en fonction d'un assuré déterminé, en rentes émises initialement pour des détenteurs anonymes sans assurés spécifiques. Ces rentes sont convertibles par tout détenteur jusqu'à leur date d'expiration en des contrats analogues aux contrats existants par identification pendant cette période d'assurés spécifiques, bénéficiaires ou détenteurs éventuels identifiés dans le cadre de contrats existants au moment de l'établissement de ces derniers. L'achat initial de ce type de contrat implique le paiement d'une avance, tandis que le solde du, à condition que ce contrat initial soit transformé en contrat final et après transformation effective, est fonction des détails concernant les assurés identifiés. Avant cette identification, les contrats initiaux peuvent passer de mains en mains entre détenteurs anonymes jusqu'à l'activation ou l'expiration du contrat.

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