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1. Forms
2. Forms
3. Forms
4. Forms
5. [pdf] Supply Order Form (Life and Health)
6. Transaction Authorization Requirements table for Savings & Retirement advisors Equitable Life® is here to help. When it comes to getting certain transactions authorized in a non face-to-face environment, you might need some direction. We’ve got you covered.
   
   Equitable has created a quick reference table on EquiNet™. The Transaction Authorization Requirements table provides details on how to get certain forms approved and the best way to get them to us. Each form listed gives the authorization type that is accepted. We’ve also provided details when we receive a document that is considered not-in-good-order.
   
   As we navigate through COVID-19, we will continue to update this table. This means you have the most current information available at your fingertips, 24/7.
   
   Have other questions about COVID-19? Check out our Savings & Retirement COVID-19 update page on EquiNet as well. This page provides the latest news and information for Savings & Retirement advisors.
   
   Still have a question? Give our Advisor Services team a call Monday to Friday 8:30 a.m. – 7:30 p.m. ET at 1.866.884.7427 or email savingsretirement@equitable.ca, or your local Regional Investment Sales Manager.
    
7. Brandes
8. [pdf] G2 - Application for Change
9. [pdf] G3 - Application for Change
10. Equitable Life presents Invesco Canada – Global perspectives in a highly uncertain time
    The COVID-19 pandemic has shaken the global economy. Uncertainty in the market is leaving investors unsure of what is next and asking where do we go from here? Please join Michael Hatcher, Head of Global Equities and Director of Research for Invesco Canada as he shares his insight in the global equity space.   
    
    Equitable Life® is pleased to highlight access to Invesco Global Companies Fund, Invesco International Companies Fund, and Invesco Europlus Fund in the Pivotal Select™ segregated fund line-up.
     
    Register now
     
    Continuing Education Credits
    This webinar has been submitted for continuing education (CE) approval with the Insurance Council of Manitoba and Alberta Insurance Council for all provinces excluding Quebec. Upon approval, you will be sent an email notification to come back to the webinar presentation console to download your personalized certificate from the tool bar. In order to be eligible for CE credits, you must register individually, watch the webcast in full and complete a short quiz. This webcast is available in English only.