Bondholder Registration

Access the Portal

Request access to the secure financial information portal

The Phoenix Companies, Inc. ("Phoenix") is now privately-owned and our 7.45% Quarterly Interest Bonds due 2032 ("Bonds") are no longer listed for trading on the New York Stock Exchange. As a result, we restrict access to our financial information. Only current holders or prospective purchasers of, as well as securities analysts and market makers, are eligible to obtain access to the Secure Financial Information Portal to which we have agreed to post certain reports required by the Indenture, as supplemented, governing the Bonds.

To apply for access to the Secure Financial Information Portal, please complete and submit the application below. Within five (5) business days of electronic submission of your application eligible users will receive an email with instructions on how to access the Secure Financial Information Portal. Phoenix will not provide access to the Secure Financial Information Portal to any person who does not fully complete the following form. Phoenix reserves the right to deny or withdraw access to any user if Phoenix determines in good faith that such user does not satisfy the criteria for access to the Secure Financial Information Portal or has violated any Phoenix terms and conditions including those terms and conditions applicable to users of the Secure Financial Information Portal.

Select a Category

By selecting a category below, you are certifying that you fall into the category selected and are a person into whose possession the information on the Financial Information Portal may be lawfully delivered. Unlawful entry into the Financial Information Portal is strictly prohibited.

Current Bondholder: The institution/company or individual (if request is on behalf of the individual named above) (i) confirms that it is a beneficial owner of the Bonds; (ii) agrees to not share or distribute such information to any third party other than in connection with its evaluating its investment in the Bonds and/or to facilitate a sale of its Bonds; and (iii) agrees to not use such information for any purpose other than evaluating its investment in the Bonds.
Prospective Purchaser of the Bonds: The institution/company or individual (if request is on behalf of the individual named above) (i) confirms that it is a prospective purchaser of the Bonds; (ii) agrees to not share or distribute such information to any third party other than in connection with its evaluating its prospective investment in the Bonds; and (iii) agrees to not use such information for any purpose other than evaluating its prospective investment in the Bonds
Securities Analyst/Market Maker: The institution/company or individual (if request is on behalf of the individual named above): (i) confirms that it is a securities analyst/market maker; and (ii) agrees to use such information solely to analyze or evaluate the Bonds for purposes of advising clients about their clients' current or prospective investment in Bonds and their investment potential and value.