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REMINDER that paper applications with a version date prior to 2021/04/02 are set to expire July 1, 2
To comply with the Government of Canada’s anti-money laundering legislation and FATCA/CRS changes, Equitable Life® has updated its Savings and Retirement and Life Insurance applications.

If you currently have applications with a version date before 2021/04/02, please destroy them and use our online pdf applications or order new applications from our Supply Team. Paper applications with a version date prior to 2021/04/02 (located on the back page and in the bottom right-hand corner of the application) will no longer be accepted after July 1, 2021 for:

● Savings and Retirement (Form #1383, #1384, #799, #355), and
● Life Insurance (Form #350)

Want to be sure you always have the most up-to-date application? Try our EZcomplete® online platform for Individual Life, Critical Illness and Segregated fund applications.

For a complete list of all forms and applications affected by the anti-money laundering legislation, refer to the following links:

● Savings and Retirement Anti-money Laundering Legislation Requirements Summary.
● Life Insurance Anti-money laundering Legislation Requirements Summary.
To learn more about the Government of Canada’s anti-money laundering legislation and FATCA/CRS review the following links:
● Government of Canada - Guidance on the Common Reporting Standard
● Financial Transactions and Reports Analysis Centre of Canada

If you have any other questions, contact your Regional Sales Manager or Equitable Life’s Advisor Services Team

® denotes a registered trademark of The Equitable Life Insurance Company of Canada.
EquiNet Quick Tips
Need some help navigating your way around EquiNet? We’ve put together the top 5 Quick Tips on the following topics, based on the most frequently mentioned questions from advisors:
1. Policy Inquiry/New Business Pending Inquiry
2. Document Lookup
3. Policy Statements & Correspondence
4. Username & Email Address Support
5. Need more help? Submit a request for support using the EquiNet Support Form.
See more details and information about other site tips in this FAQ created to help you find your way around.
Group - COVID-19 Group Benefits Updates
As the coronavirus (COVID-19) continues to spread, it’s important that you have the most up-to-date information about how it impacts you, your clients and their plan members. To help, we have created a COVID-19 Updates page on EquiNet, our secure advisor site. There you will find links to past editions of our eNews, as well as the most up to date FAQ. Please check back often. We will continue to provide timely updates on any developments that impact our clients and their plan members or their benefits coverage.

Open our EquiNet COVID-19 Updates page
What’s the story behind Equitable’s new brand? We are excited to share some more insight into the news of Equitable’s new brand.

Our new brand isn’t just a logo change.
Our new brand reflects our deeply rooted dedication to our clients. Over the next year, we will make the transition to our refreshed look. The new brand illustrates our focus on strong partnerships and making it even easier for you to do business with us.

Check out the Beyond the Logo video featuring our executive team sharing how the new brand embodies our commitment to advisors.

We’ll provide more details on the changes we’re making, and we welcome you to join in the journey. Please reach out to your Equitable point of contact or visit equitable.ca to learn more.

Posted December 4, 2023
Equitable Savings & Retirement Division rebrands as Individual Wealth The Equitable^® Savings & Retirement division has a new name: Individual Wealth.

This change reflects how the division has grown. Over time, we have added more services and tools to help clients reach their financial goals. Our new name shows this broader focus.

Why “Wealth”?
The word “Wealth” means more than just saving for retirement. It includes investing, estate planning, tax strategies, and preparing for life events. It better describes our more holistic approach to wealth management.

This update is more than just a name change. It shows our strong commitment to helping clients in new and better ways. Over the coming months you’ll notice changes across our materials, website, and contact details as we roll out this transformation. As we move forward as Individual Wealth, our commitment to supporting your business remains stronger than ever — because when we grow together, success is mutual.

If you have any questions, feel free to reach out to your Director, Investment Sales.

Date posted: July 24, 2025
Individual Insurance Marketing Materials
Advisor Code of Conduct - Updated! Our Advisor Code of Conduct sets out Equitable Life's expectations of advisors in dealing with clients and other stakeholders. The Code of Conduct forms part of your contractual relationship with us.

We have updated our Code to clarify specific expectations to help you meet regulatory compliance requirements, support your needs-based sales, and treat customers fairly.

Please review our updated Advisor Code of Conduct.
[pdf] Harnessing the power of your cash value
Compensation Inquiry
Changes to the Compensation Inquiry section on EquiNet The Compensation Inquiry Section from EquiNet is only available on Microsoft Edge. Please follow the instructions below:

1. Open Microsoft Edge, click on the three dots in the top right corner and select ‘Settings’.

2. In the Settings menu, locate ‘Default browser’ and click on ‘Add’ in Internet Explorer mode pages.

3. Enter the URL https://advisor.equitable.ca/advisor/compensationinquiry and click on ‘Add’.

4. Login into EquiNet using Microsoft Edge and you will be able to access ‘Compensation Inquiry’.

This configuration expires in 30 days, if you want to continue accessing ‘Compensation Inquiry’ after 30 days, you will need to redo the steps above.

If you encounter problems configuring, call our support line at 1.800.722.6615 ext. 8888