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2. [pdf] EquiLiving Product Summary (Adults)
3. [pdf] EquiLiving Product Summary (Children)
4. [pdf] Claimant Statement for Individuals
5. ALERT! Temporary Suspension of Ground Service – British Columbia
   The British Columbia government has declared a provincial state of emergency following severe flooding and landslides, causing widespread damage and road closures preventing ground access into and out of the province.
    
   Please be advised that we are not accepting courier shipments traveling by ground into and out of British Columbia.  Any printed materials ordered from Equitable Life will be held until the situation in BC is resolved. In the meantime, please feel free to use our digital copies.
    
   If you have any questions or concerns, please contact your Regional Sales Manager.
    
    
6. Equitable can help clients this tax season

   It is tax time and clients should be receiving tax slips and deposit receipts by now.

   Check out the Tax Slips: A Quick Reference Guide which gives a taxation breakdown by product. Review Insights into Non-Registered Taxation offering a detailed explanation on investment income, and why T3 tax slips generate on non-registered segregated funds.

   Do clients have questions about contribution limits? Retirement Income Fund minimums? or Canada pension maximums? Check out Equitable’s handy 2024 Facts & Figures guide.

   If you have further questions,  please contact your Regional Investment Sales Manager or one of our Client Services Representatives at 1.866.884.7427.  
   
   Posted February 23, 2024

7. [pdf] Equitable Guaranteed Investment Funds – Estate Class
8. [pdf] G2 - Application for Change
9. [pdf] G3 - Application for Change
10. [pdf] Investment Direction - Legacy