UNIVERSAL FINANCIAL SERVICES, INC.

LEI record

LEI status

Lapsed

Entity identity

Legal jurisdiction

Puerto Rico

Legal form

Source legal-form code: YS16

Entity status

Active

Official registration identifier

Registration authority

Registry of Corporations and Entities (RA000493)

Registered entity identifier

144669

Dates

Initial registration date

29 Aug 2023

Reported accounting relationships

These are relationships reported for accounting consolidation; they do not establish legal ownership.

Page 1 of 1 · 8 reported relationships.

• UNIVERSAL VIA ASSET ALLOCATION - CONSERVATIVE PORTFOLIO — Source relationship code: IS_FUND-MANAGED_BY — UNIVERSAL FINANCIAL SERVICES, INC.; status Active
• UNIVERSAL VIA ASSET ALLOCATION - GROWTH PORTFOLIO — Source relationship code: IS_FUND-MANAGED_BY — UNIVERSAL FINANCIAL SERVICES, INC.; status Active
• UNIVERSAL VIA ASSET ALLOCATION - MODERATE PORTFOLIO — Source relationship code: IS_FUND-MANAGED_BY — UNIVERSAL FINANCIAL SERVICES, INC.; status Active
• UNIVERSAL VIA ASSET ALLOCATION - MODERATE GROWTH PORTFOLIO — Source relationship code: IS_FUND-MANAGED_BY — UNIVERSAL FINANCIAL SERVICES, INC.; status Active
• Fortune V Separate Account — Source relationship code: IS_FUND-MANAGED_BY — UNIVERSAL FINANCIAL SERVICES, INC.; status Active
• UNIVERSAL VIA ASSET ALLOCATION - INTERNATIONAL GROWTH PORTFOLIO — Source relationship code: IS_FUND-MANAGED_BY — UNIVERSAL FINANCIAL SERVICES, INC.; status Active
• UNIVERSAL VIA - MONEY MARKET PORTFOLIO — Source relationship code: IS_FUND-MANAGED_BY — UNIVERSAL FINANCIAL SERVICES, INC.; status Active
• Universal Life Separate Account Fortune VII — Source relationship code: IS_FUND-MANAGED_BY — UNIVERSAL FINANCIAL SERVICES, INC.; status Active

Reporting exceptions

• Direct accounting consolidation parent · Parent is reported as a natural person
• Ultimate accounting consolidation parent · Parent is reported as a natural person

These are source-reported exceptions to accounting-relationship reporting. They do not establish ownership or the absence of an owner.