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1. [pdf] Shareholder Borrowing Checklist
2. [pdf] Cloud DX FAQ
3. [pdf] Pivotal Solutions Fund Facts
4. [pdf] B2B Loan application process for Equitable Life of Canada
5. [pdf] Understanding Equitable’s Pivotal Select Preferred Pricing Program
6. [pdf] Your Guide to EquiLiving (Client Guide)
7. [pdf] Claimant Statement for Entities - S&R
8. [pdf] Claimant Statement for Individuals - S&R
9. [pdf] Pivotal Select Investor Profile Questionnaire
10. [pdf] Payout Annuity Advisor Guide