EquiNet Equitable Life's advisor site

Site Search

235 results for fund codes

  1. EZcomplete enhancements for segregated fund applications

    When we launched EZcomplete® for segregated funds back in January we heard a lot of positive comments from our advisors. We also heard that we could do better. So that's just what we did.

     

    1. FUNDSERV CODE 

    Advisors with an active FundSERV code no longer need to remember to select the FundSERV code when starting a new segregated fund application. EZcomplete will now default to the FundSERV code.


    2. LOAN DEPOSIT OPTION
    Under the Contributions section of the segregated fund application for Non-registered, TFSA, RSP or Spousal RSP, Loan is now a deposit option under Deposit Types. If Loan is selected, EZcomplete will ask for amount and Lending Company name. Equitable Life® has partnered with B2B Bank to provide investment and RSP loans at competitive rates. Details can be found on EquiNet® under "Loans".


    3. LIMITING SUCCESSOR ANNUITANT
    Applicable to TFSA, RIF and Spousal RIF applications only, EZcomplete will now use validation to prevent advisors from accidentally naming the same person as both successor annuitant and beneficiary, reducing the instances of "not in good order" applications.


    4. ONGOING PAD FUND SELECTION
    If Ongoing PAD is selected as a Deposit Type, an advisor can allocate the Ongoing PAD to a fund allocation that is different than the rest of the deposit options.


    5. TRANSFER FORM NOTIFICATION
    The MGA and advisor confirmation emails now include text to confirm that a Transfer Form has been uploaded and submitted as part of the segregated fund application. This additional information will act as a reminder to the Advisor/MGA to send the Transfer Form to the relinquishing institution.

     

    6. POPULATING FIELDS
    Advisors will no longer need to keep entering the same advisor and MGA information on new segregated fund applications. The first time an advisor code is used on an EZcomplete segregated fund application, the advisor will populate all the required fields. Each subsequent time a new segregated fund application is created with the same advisor code, the following fields will pre-populate with the values that were last entered.

    a) Advisor Email
    b) Dealer/MGA Name
    c) Branch Number
    d) MGA Email

  2. Equitable Life awarded seven Fundata FundGrade A+ awards
     
    FundGradeAPlus2020Logo-(1).png

    Equitable Life® has won seven Fundata FundGrade A+® awards for 2020. The first four funds are currently available on Equitable Life’s Pivotal Select™ fund lineup. The remaining three awarded funds are part of Equitable’s legacy products. These funds are available to existing Equitable Life contracts only.
    • Equitable Life Dynamic Power Global Growth Fund
    • Equitable Life Accumulative Income Fund
    • Equitable Life Common Stock Fund
     
    The annual awards are presented by Fundata Canada Inc. to investment funds that have shown consistent, outstanding, risk-adjusted performance throughout the previous calendar year.
     
    Equitable Life invests for the big picture and offers a complete range of investment and annuity products designed to meet the savings, accumulation and income needs of clients. Our strength as a company along with our many investment guarantees can help your clients achieve their financial goals with confidence.
     
    FundGrade A+® is used with permission from Fundata Canada Inc., all rights reserved. The annual FundGrade A+® Awards are presented by Fundata Canada Inc. to recognize the “best of the best” among Canadian investment funds. The FundGrade A+® calculation is supplemental to the monthly FundGrade ratings and is calculated at the end of each calendar year. The FundGrade rating system evaluates funds based on their risk-adjusted performance, measured by Sharpe Ratio, Sortino Ratio, and Information Ratio. The score for each ratio is calculated individually, covering all time periods from 2 to 10 years. The scores are then weighted equally in calculating a monthly FundGrade. The top 10% of funds earn an A Grade; the next 20% of funds earn a B Grade; the next 40% of funds earn a C Grade; the next 20% of funds receive a D Grade; and the lowest 10% of funds receive an E Grade. To be eligible, a fund must have received a FundGrade rating every month in the previous year. The FundGrade A+® uses a GPA-style calculation, where each monthly FundGrade from “A” to “E” receives a score from 4 to 0, respectively. A fund’s average score for the year determines its GPA. Any fund with a GPA of 3.5 or greater is awarded a FundGrade A+® Award. For more information, see www.FundGradeAwards.com. Although Fundata makes every effort to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Fundata.® ”Equitable Life” and “Pivotal Select” are trademarks of The Equitable Life Insurance Company of Canada.
  3. Equitable Life added the Mackenzie Global Strategic Income Fund to Pivotal Select
    On June 7, 2021, Equitable Life® launched five additional funds to the Pivotal Select™ segregated funds lineup. Included in the launch is the Mackenzie Global Strategic Income Fund. Designed to deliver growth and income to investors, the underlying fund objective seeks income with the potential for long-term capital growth by investing primarily in fixed-income and/or income-oriented equity securities of issuers anywhere in the world.
     
    At Equitable Life, we pride ourselves on offering quality products. This means always reviewing our investment fund lineup. This fund, along with the other new funds are available on all Pivotal Select load types and guarantee classes, providing you and your clients with even more choice and flexibility.
     
    To learn more about Mackenzie Global Strategic Income Fund, join us on Tuesday, June 22 at 2:00 p.m. ET/11:00 a.m. PT to hear Eric Glover, AVP Investment Director and Hadiza Djataou, VP Investment Director, from Mackenzie Investments, highlight the balanced solution that this fund can bring to your client’s investment portfolio.
     

    Click here to register!

     
    Want to learn more about our new funds? Contact your Regional Investment Sales Manager today.
     
    ® and ™ denotes a registered trademark of The Equitable Life Insurance Company of Canada.
  4. Equitable Life Savings & Retirement Webinar Series welcomes Franklin Templeton
    In 2021, Equitable Life’s® S&R team will spotlight various aspects of our competitive fund lineup and product offerings. Each webinar in the series will feature a new topic. This series will also give advisors an opportunity to:
    • learn more about various products and product features,
    • hear from industry professionals,
    • learn about investment strategies; and so much more.
    This month, Equitable Life welcomes Les Stelmach, Senior Vice President, Portfolio Manager Franklin Bissett Investment Management and Ryan Crowther, Vice President, Portfolio Manager, Franklin Bissett Investment Management.

    Join your host Joseph Trozzo, Investment Sales Vice President and Franklin Templeton. Equitable Life is pleased to highlight access to the Bissett Monthly Income and Growth Fund Select, Bissett Canadian Equity Fund and Bissett Dividend Income Fund in the Pivotal Select™ segregated fund line-up.
     

    Learn More

  5. Equitable Life is making changes to its Pivotal Select Fund lineup
    On June 7, 2021, Equitable Life® will be launching new funds to the Pivotal Select™ segregated funds lineup. The new funds include: 
     
    1.            Mackenzie Global Strategic Income Fund
    2.            Fidelity® Special Situations Fund
    3.            Fidelity® Tactical Asset Allocation Income Portfolio
    4.            Fidelity® Tactical Asset Allocation Balanced Portfolio
    5.            Fidelity® Tactical Asset Allocation Growth Portfolio
     
    At Equitable Life, we pride ourselves on offering quality products. This means always reviewing our investment fund lineup. The reasons for this change are to create greater focus on investment offerings, and enhanced investment choices for you and your clients.
     
    Watch your email over the next few weeks for more details about Fidelity Investments and Mackenzie Investments, including two upcoming webcasts.   
     
    Fidelity and Fidelity Investments are registered trademarks of 483A Bay Street Holdings LP. Used with permission.
    Equitable Life and Pivotal Select are trademarks of The Equitable Life Insurance Company of Canada.
  6. Equitable Life Savings & Retirement Webinar Series welcomes Franklin Templeton

    In 2021, Equitable Life’s® S&R team will spotlight various aspects of our competitive fund lineup and product offerings. Each webinar in the series will feature a new topic. This series will also give advisors an opportunity to:
    • learn more about various products and product features,
    • hear from industry professionals,
    • learn about investment strategies; and so much more.
    This month, Equitable Life welcomes Les Stelmach, Senior Vice President, Portfolio Manager Franklin Bissett Investment Management and Ryan Crowther, Vice President, Portfolio Manager, Franklin Bissett Investment Management.

    Join your host Joseph Trozzo, Investment Sales Vice President and Franklin Templeton. Equitable Life is pleased to highlight access to the Bissett Monthly Income and Growth Fund Select, Bissett Canadian Equity Fund and Bissett Dividend Income Fund in the Pivotal Select™ segregated fund line-up.
     

    Learn More

  7. A good time to look at the Equitable Life Money Market Fund Select Whether clients are looking for a short-term cash savings solution or are interested in funding a dollar cost averaging strategy, the Equitable Life Money Market Fund Select may be an ideal solution.

    With a current yield to maturity of 2.32%*, the fund provides maximum income through short-term investments consistent with preservation of capital and liquidity. 

    And advisors earn the full commission upon deposit on funds used for a dollar cost averaging strategy.

    For more information check out Equitable Life Money Market Fund Select or contact your Director, Investment Sales.

    * As of April 3, 2025, net of fees. Yield to Maturity: The market value weighted average yield to maturity includes the coupon payments and any capital gain or loss that the investor will realize by holding the bonds to maturity.

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

    Date posted: April 7, 2025
     
  8. 2025 Elite Advisor Program
  9. Equitable Life Webcast Series featuring Franklin Templeton


    Equitable Life® continues to spotlight various aspects of our competitive fund lineup and product offerings. This series gives advisors an opportunity to:

    •  learn more about products and product features,
    •  hear from industry professionals,
    •  learn about investment strategies; and so much more.
     



     In this webcast, we welcome


    David-Wahl-(1).jpg
    Nick.png
     

     Join us to learn about Equitable Life ClearBridge Sustainable Global Infrastructure Income Fund Select along with the fund’s people, process, philosophy, and performance.

     

    Learn more
     
     

  10. Equitable Life Webcast Series featuring Fidelity Investments


    Equitable Life® continues to spotlight various aspects of our competitive fund lineup and product offerings. This series gives advisors an opportunity to:

    • learn more about products and product features,

    • hear from industry professionals,

    • learn about investment strategies; and so much more.




    In this webcast, we welcome

    speaker-(2).jpg

    Join us to learn about the Equitable Life Fidelity® Climate Leadership Balanced Fund Select and Equitable Life Fidelity® Climate Leadership Fund Select now available in Pivotal SelectTM Investment Class (75/75). Learn about the funds’ people, process, philosophy, and performance.


    Learn more

    You won’t want to miss it!