- Financial Services
- Insurance Products
- Mutual Funds
- Insurance Regulatory and Compliance
|Contact Info||Telephone: 202.383.0126|
|University ||University of Virginia, B.A., with distinction|
|Law School||Cornell Law School, J.D., magna cum laude Editor and Business Manager, Cornell Law Review, Order of the Coif|
|Admitted||1979, District of Columbia|
Member, American Bar Association
Member, Federal Bar Association
Member, Federal Affairs and State Affairs Committees, Insured Retirement Institute
Member, District of Columbia Bar
|Born||Newark, New Jersey, January 28, 1954|
With deep experience in developing cutting-edge solutions and new products, Fred Bellamy counsels clients on the complex organization and federal securities regulation of life insurance, annuity products and mutual funds. Fred has worked extensively in the application of federal securities laws to all types of insurance products, including variable annuities, variable life insurance, universal life, excess interest products, modified guaranteed annuities and other market-value-adjusted products, indexed products and private placements of securities insurance products.
In addition to the creation of new funds and products, Fred regularly advises clients with respect to ongoing operations, such as periodic reporting and filing, annual reviews and approvals, exemptive applications, no-action letters, advertising, U.S. Securities and Exchange Commission (SEC) examinations and compliance manuals. In the investment company transactional area, Fred counsels in mergers and acquisitions of mutual funds and separate accounts, reorganizations and addition or deletion of portfolios.
Sutherland counsels life insurance companies on the redesign of registered separate account products.
Sutherland counsels a coalition of major life insurance companies on evolving state and federal regulations and other legal developments.
Sutherland counsels on swap status of structured settlements and cross-border reinsurance.
Honorable H. Emery Widener, Jr., U.S. Court of Appeals - Fourth Circuit.
Documents by this lawyer on Martindale.com
NAIC IUL Illustration Subgroup Proposes Revisions to Actuarial Guideline 49
Eric A. Arnold,Frederick R. Bellamy,Thomas E. Bisset,Dodie C. Kent,Clifford E. Kirsch, November 9, 2015
On November 3, the National Association of Insurance Commissioners (NAIC) IUL Illustration (A) Subgroup circulated for comment proposed revisions (Proposed Revisions) to recently adopted Actuarial Guideline 49 governing illustrations for indexed universal life (IUL) insurance policies. The Proposed...
NAIC Close to Adopting Guideline for IUL Illustrations
Eric A. Arnold,Frederick R. Bellamy,Thomas E. Bisset,Dodie C. Kent,Clifford E. Kirsch, June 11, 2015
On June 4, after long deliberation and extensive consultation with issuers of indexed universal life (IUL) insurance policies and other interested parties by the Life Actuarial (A) Task Force (LATF), the NAIC’s Life Insurance and Annuities (A) Committee adopted new Actuarial Guideline 49...
DOL Reproposes Expanded ERISA Fiduciary Definition and Revised Complex of Exemptions
Peter J. Anderson,Eric A. Arnold,Keith J. Barnett,Brian Barrett,Frederick R. Bellamy, April 22, 2015
On April 14, 2015, after 43 months in development, the U.S. Department of Labor (DOL) released its reproposal to expand the “investment advice fiduciary” definition under the Employee Retirement Income Security Act of 1974, as amended (ERISA), which was published in the Federal Register...
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