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 Date||Description|
|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|