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Pivotal Solutions Important News

Closed to New Contracts: Pivotal Solutions/Pivotal Solutions DSC Segregated Funds

Effective October 25, 2013 at 4 p.m. EST, Equitable Life’s segregated fund product Pivotal Solutions/Pivotal Solutions DSC is closed to new contracts. Clients who have existing contracts will still be able to make ongoing deposits.

Please be aware that:

  • Pivotal Solutions/ Pivotal Solutions DSC applications received after the cut-off will not be accepted.
  • After the cut-off date all new segregated fund sales must be submitted on a Pivotal Select application. Applications are available for order through your usual process, or can be downloaded from EquiNet as a fillable PDF.
  • Pivotal Solutions/Pivotal Solutions DSC contracts that are registered as an RRSP/LIRA will still have the option of being converted to a Pivotal Solutions/Pivotal Solutions DSC RRIF/LIF contract.

As announced on October 1, 2013 , Equitable Life’s new segregated fund product, Pivotal Select, is now available for sale. Pivotal Select materials are available for order and online.

Regulatory documents required for Pivotal Select sales:

Form #Form DateDescription
1403 (2013/09/03) Pivotal Select Contract and Information Folder
1366 (2013/09/03) Pivotal Select Fund Facts
1384 (2013/09/03) Pivotal Select Segregated Funds Application
1383 (2013/09/03) Pivotal Select Segregated Funds TFSA Application