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  1. [pdf] Invest with Equitable
  2. Universal Life Product Fund Changes In September 2022, we will be changing the underlying securities being tracked for several universal life funds, listed below.*  These changes apply to our current Equation Generation IV universal life insurance product and to any legacy products that offer these same UL funds.

    If your client would like to transfer money currently invested in any of the above UL funds to a different UL fund and/or change the investment option for their future deposits, please submit a request well in advance of September 2022 using form 693UL.

    Please contact your Equitable Life® Regional Sales Manager for more information. 
     
    UL Fund Currently Tracked Upcoming Change*
    European DJ Euro STOXX 50 Total Return Index STOXX Europe 600 Paris-Aligned Index (ESG)
    Canadian Bond Sun Life MFS Canadian Bond Equitable Life Active Canadian Bond Fund Internal Linked
    Global Fixed Income Mackenzie Global Tactical Bond Invesco Global Bond
    Canadian Value Stock Mackenzie Cundill Canadian Security Franklin Bissett Canadian Equity
    Large Cap Canadian Equity Mackenzie Ivy Canadian Dynamic Equity Income
    Global Balanced Templeton Global Balanced Mackenzie Ivy Global Balanced

    *Underlying security changes will occur in September 2022. Exact effective date has not yet been determined.
     
  3. Changes to Equitable’s Universal Life fund names Effective November 15, 2025, we changed the name of the funds being tracked for the following Equitable® linked interest options. These changes apply to both our current and legacy universal life solutions as indicated below.
     
    Linked interest option Current name of fund being tracked New name of fund being tracked Applicable insurance solutions
    Canadian Bond Equitable Life Active Canadian Bond Fund Internal Linked Equitable Bond Internal Linked   Equitable GenerationsTM, Equation Generation® IV, EquiLife® and Equation Generation III
    Canadian Balanced Portfolio Equitable Life Active Balanced Portfolio Select Equitable Balanced Equitable Generations
    Canadian   Equitable Generations, Equation Generation IV, EquiLife, Equation Generation III and Equation Generation II
    Canadian Neutral Portfolio Equitable Life Active Balanced Income Portfolio Select Equitable Income Equitable Generations
    Global Equity Portfolio Equitable Life Active Balanced Growth Portfolio Select Equitable Growth

    Effective November 15, 2025, we changed the names of the following segregated funds tied to some of our legacy universal life products as indicated below.
     
    Current name of segregated fund New name of segregated fund Applicable products
    Asset Allocation Fund Equitable MFS Balanced   Equation and Direction 2000 Plus
    Active Canadian Bond Equitable Bond
    Canadian Stock Fund Equitable MFS Canadian Equity Plus
    Money Market Fund Equitable Money Market
    Accumulative Income Fund Equitable MFS Canadian Fixed Income Direction 2000
    Common Stock Fund Equitable MFS Common Stock

    Only the above funds’ names have changed. No fundamental changes have been made to the funds.
  4. Administration Reference Guide for Individual Wealth
  5. [pdf] The Approach to Suitable Sales - Reference
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  8. [pdf] Introducing EZBenefits: A better benefits experience for small business
  9. [pdf] B2B Loan application process for Equitable Life of Canada
  10. Financial planning concepts & tools