M&A - ATHENE VARIABLE ANNUITY ACCOUNT A

Form Type: 497

Filing Date: 2025-05-14

Corporate Action: Merger

Type: Update

Accession Number: 000104327525000035

Filing Summary: This supplement provides updates to the prospectus for the Clarity 2+2 Variable Annuity, specifically regarding the merger between Athene Annuity & Life Assurance Company (AADE) and Athene Annuity and Life Company (AAIA). The merger was executed on October 11, 2024, with AAIA becoming the new insurance company issuer of the Contracts. This consolidation streamlines operations and eliminates AADE’s corporate existence. The rights and obligations of AADE's Contracts are now assumed by AAIA. Importantly, there are no changes to the existing terms or values of the Contracts as a result of the merger. It also revises terms from the previous prospectus and clarifies the fee structures and investment portfolios available. Contact information for service and additional investment options are included.

Form Type: N-4

Filing Date: 2025-05-13

Corporate Action: Merger

Type: Update

Accession Number: 000104327525000029

Filing Summary: This filing serves as a registration statement under the Securities Act of 1933 and includes a significant update regarding the merger of Athene Annuity & Life Assurance Company (AADE) with and into Athene Annuity and Life Company (AAIA). The merger became effective on October 11, 2024, and resulted in AAIA assuming all rights, obligations, and obligations of the contracts previously held by AADE, thereby making AAIA the new issuer of the Clarity 2+2 Variable Annuity contracts that were previously issued by AADE. The merger was conducted to streamline operations, reduce expenses, and simplify financial reporting. The corporate existence of AADE ceased after the merger, and it was emphasized that the contracts remain funded by the separate account with unchanged values. The document highlights that there were no tax implications for contract owners due to the merger, and it provides a summary of changes to the prospectus and other relevant contract information. Additionally, the supplement updates some operational details and fees associated with investment portfolios and instructions for contract owners to seek additional information or service regarding their contracts.

Form Type: N-4/A

Filing Date: 2025-05-07

Corporate Action: Merger

Type: Update

Accession Number: 000104327525000025

Filing Summary: This document is a pre-effective amendment to the registration statement for Athene Variable Annuity Account A, filed with the SEC on May 7, 2025. The primary purpose of this amendment is to detail the merger of Athene Annuity & Life Assurance Company (AADE) into Athene Annuity and Life Company (AAIA). This merger, effective from October 11, 2024, established AAIA as the new issuer of the contracts and the depositor of the Athene Variable Annuity Account A. The merger aimed to streamline operations and reduce expenses while ensuring no alteration to the existing contracts in terms of obligations or benefits. Following the merger, AAIA has assumed all rights and duties of AADE without affecting contract terms or incurring additional charges to contract holders. The document also highlights changes in the prospectus related to this merger, asserting that contract values and taxes remained unaffected. Overall, the document addresses necessary updates about the contracts related to Athene’s variable annuities, stakeholder information, procedural guidance for contracts, and endorsement of investment strategies that may be adopted after the merger.

Form Type: N-4

Filing Date: 2025-02-20

Corporate Action: Merger

Type: New

Accession Number: 000104327525000007

Filing Summary: On February 20, 2025, Athene Variable Annuity Account A filed Form N-4, registering a new Statement under the Securities Act of 1933, primarily to update information following the merger of Athene Annuity & Life Assurance Company (AADE) with Athene Annuity and Life Company (AAIA). This merger, which took effect on October 11, 2024, entailed AAIA becoming the new obligor and depositor for the annuity contracts previously issued by AADE. The documentation outlines that all assets, obligations, and responsibilities held by AADE have now been assumed by AAIA without changes to the contract terms or values, ensuring that the rights and benefits for policyholders remain intact post-merger. It also includes minor updates to the investment portfolios and the overall prospectus, maintaining operational efficiency and regulatory compliance post-merger. Additionally, no extra charges or tax consequences have arisen from this corporate action for contract owners. The service details for the contract management and further information regarding potential account alterations are provided, emphasizing continued support for clients.