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  1. [pdf] Mackenzie Global Tactical Bond Fund
  2. Access more fund performance information faster and easier



    Welcome to a new and improved Fund Overview & Performance  website for Equitable Life® segregated funds.

    A central location for:

    • fund performance and quartile rankings

    • daily and historical unit prices

    • fund information (available in web and PDF)

    • Fund Facts documents

    • MERs



    Highlights:

    • Save your favourite funds for easy access.

    • New fund search and filter tools by product, guarantee, asset class and sustainability.

    • Share features allow you to easily share fund information with clients.

    • Ability to compare fund performance of Equitable Life segregated funds.

    • Simulated backcasted returns for funds with less than five years of performance history.

     
    Check out the new Fund Overview & Performance webpage today to see how Equitable Life is making fund information faster and easier to access. Speak to your Regional Investment Sales Manager to learn more!
     
     

     ® denote a trademark of The Equitable Life Insurance Company of Canada.

    Posted February 27, 2023

  3. [pdf] MDRT - Million Dollar Round Table Certifying Letters
  4. [pdf] Equitable Life Active Balanced Fund
  5. Deposits to the Fidelity Special Situations mutual fund are being limited but the segregated fund is
    Fidelity Investments® recently said they would no longer accept deposits from new investors into the Fidelity® Special Situations Fund. This notice however does not affect Equitable Life® clients.

    The Special Situations Fund will continue to be open to new and existing Equitable Life clients. This includes clients with Pivotal Select™, Pivotal Solutions* or Personal Investment Portfolio segregated funds contracts.

    Why is Fidelity limiting access to the mutual fund?
    This award-winning mutual fund has grown significantly and now has $3.6 billion of managed assets. To preserve the integrity of the fund’s investment strategy, Fidelity® decided to limit inflows to the fund. Limiting the amount of managed assets held within the fund allows the fund’s portfolio manager to focus on what he does best - finding special situation investment opportunities and capitalizing on positive change within companies and industries across Canada and around the world.

    If you like the Special Situations mutual fund, you will value the Equitable Life Fidelity® Special Situations segregated fund. Segregated funds are similar to mutual funds but offer different features and guarantees. To learn about these features, check out the Investment Advantage. To learn more about the Special Situations segregated fund, click here.


    For more information about Equitable Life’s segregated funds, speak to your Regional Investment Sales Manager or visit our segregated funds page on EquiNet®.
     
    References:
    Fidelity’s press release announcing the limited fund closure
    Fidelity® Special Situations portfolio management strategy, webinar featuring Mark Schmehl, Portfolio Manager.


    *No Load, Deferred Sales Charge, Pivotal Solutions II
    ® or ™ denotes a trademark of The Equitable Life Insurance Company of Canada, except as noted below.
    Fidelity and Fidelity Investments are registered trademarks of 483A Bay Street Holdings LP. Used with permission.
  6. Responsible investing classification on Equitable Life Pivotal Select funds

    Recently, the Canadian Investment Funds Standards Committee (CIFSC) classified responsible investing funds under its RI identification framework. The goal of the framework is to help investors and advisors identify and compare responsible investing funds.

    We’re pleased to share that the following funds have been assigned multiple responsible investment classifications:

    •   Equitable Life NASDAQ 100 ESG Index Fund Select

    •   Equitable Life S&P 500 ESG Index Fund Select

    •   Equitable Life S&P/TSX Composite ESG Index Fund Select

    •   Equitable Life ClearBridge Sustainable Global Infrastructure Income Fund Select

    •   Equitable Life Fidelity® Climate Leadership Balanced Fund Select

    •   Equitable Life Fidelity® Climate Leadership Fund Select

     

    You can find the new responsible investment classifications for our funds by visiting our Fund Information webpage. After selecting a fund with the “Sustainable Investment” icon, the classifications can be found on the right side of the webpage or fund profile PDF:

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    ™ or ® denote registered trademarks of The Equitable Life Insurance Company of Canada.
     

    Posted: June 26, 2023

  7. [pdf] Pivotal Select Application - TFSA
  8. Going digital with Pivotal Select Fund Facts
    Did you know, with every new policy, your client should receive a copy of Equitable Life’s Pivotal Select™ Fund Facts (Form #1366)? Did you know you can send it electronically?
     
    Over the last year, more and more advisors are opting out of traditional paper. Instead, advisors are going digital. Here are the top three reasons why.
     
    1. Clients receive the information quickly and conveniently.
    2. Advisors are confident clients are receiving the most current version available.
    3. Advisors can easily adhere to regulations. When providing the client with a link to the electronic Contract and Information Folder (Form #1403), it is easy to also provide a link to the Pivotal Select Fund Facts.
     
    Make it easy and convenient by getting in the habit of going digital.
        
    Does your client prefer a PDF brochure with Fund Facts for all the available funds? Download your copy by logging on to EquiNet®. For more information contact your Regional Investment Sales Manager.

    ® and TM denote trademarks of The Equitable Life Insurance Company of Canada.
  9. [pdf] B2B Loan Application Tips
  10. Important changes are coming to the Equitable Life segregated funds contract.
    Fund changes are coming on June 7, 2021 to Equitable Life’s® segregated fund lineup. These fund changes will appear on the June 2021 semi-annual client statement and will be reflected in the 2021 Pivotal Select™ and Pivotal Solutions Fund Facts.

    Clients holding these funds received a letter in the mail. To view a copy of these letters, refer to the links below.
       
    If you have any questions about these fund changes, please contact your Regional Investment Sales Manager or Advisor Services Team Monday to Friday from 8:30 a.m. to 7:30 p.m. ET at 1.866.884.7427 or email savingsretirement@equitable.ca