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  1. Choosing the right funds
  2. Notice of MER revision on Equitable GIF

    We have incorrectly displayed MERs for four Equitable GIFTM funds. We have corrected these errors and apologize for this oversight.  

    Impacted Funds

    • Equitable Vanguard Canada Index ETF 

    • Equitable Vanguard Canadian Aggregate Bond Index ETF 

    • Equitable Invesco NASDAQ 100 Index ETF 

    • Equitable Invesco S&P 500 Equal Weight Index ETF 

    All forms and Fund Facts have been updated and are available on EquiNet®. Please use these versions going forward and discard any paper copies of Equitable GIF Fees and Fund Codes (form #2256).  

  3. Updates to Savings & Retirement forms and applications
    To align with the launch of Pivotal Select’s 12 new segregated funds, Equitable Life has updated the following administrative documents for Savings & Retirement.
     
    • Form #375SEL – Pivotal Select segregated fund codes
    • Form #1383 – Pivotal Select TFSA Application
    • Form #1384 –Pivotal Select Application Registered/Non-Registered
    • Form #1403 – Pivotal Select Contract and Information Folder
     
    New online documents and applications are available to download from EquiNet®. Paper applications are also available to order from Equitable’s Supply Team here.
     
    Want to be sure you always have the most up-to-date application? Try our EZcomplete® online application platform. EZcomplete makes it easy to process your non face-to-face applications and allows clients to provide their signature remotely on their own device.
     
    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.
     
  4. [pdf] Equitable’s Legacy Products: Pivotal Select
  5. [pdf] Equitable GIF Fees and Fund Codes
  6. [pdf] Equitable’s Legacy Products: Personal Investment Portfolio and Pivotal Solutions
  7. Sample portfolios
  8. [pdf] Premium Deposit Fund
  9. Step Up Your Wealth Qualification Requirements