Updates to Savings & Retirement applications and point of sale materials
Equitable Life has updated the following Savings & Retirement point of sale materials.
Form # |
Form Name |
Description |
2086 |
Pivotal Select FHSA Application |
New application to support the First Home Savings Account (FHSA) registration option |
1403 |
Pivotal Select Contract & Information Folder |
Updates have been made to support the new First Home Savings Account (FHSA) registration option |
796 |
Guaranteed Interest Account TFSA Application |
Updates have been made throughout the application to make it simpler and more straightforward. Additionally, a new “Privacy Consent” section has been added. |
799 |
Guaranteed Interest Account Registered / Non-Registered |
The new documents are available to download from EquiNet®. Paper documents are also available to order from Equitable’s Supply Team here.
To allow advisors time to transition to the new applications, we will continue to accept the following versions until further notice:
-
Version 2020/06/30: Form #796 – Guaranteed Interest Account TFSA Application
-
Version 2022/03/02: Form #799 – Guaranteed Interest Account Registered/Non-Registered
If you have any questions, contact your Regional Investment Sales Manager or Advisors Services Team Monday to Friday, 8:30 a.m. – 7:30 p.m. ET at 1.866.884.7427, or email savingsretirement@equitable.ca.
® and ™ denotes a registered trademark of The Equitable Life Insurance Company of Canada.
Posted September 11, 2023